R. Jeffrey Berwick

**** **** ****** #**** ■ Southfield, MI 48075 ■ Cell: 248-***-**** ■ Email: ad1opk@r.postjobfree.com

Information Technology Executive

Innovative Information Technology Expert with extensive enterprise architecture, product development, planning, and leadership experience in large and small organizations encompassing manufacturing, distribution, healthcare, securities, and wealth management. Proven success leveraging superior technical ability, business intelligence, drive, enthusiasm, business analysis, project management and Product Lifecycle Management skills to achieve extraordinary results in a high-performance team environment as Project/Program manager and leader. Recognized as a problem solver with ability to add exceptional business value through effective cross-discipline collaboration, communication, market, and customer awareness. Certified project manager with extensive full life-cycle management of large and small projects.

Core Leadership Competencies / Technology Proficiencies

Process Improvement

Software Development, SDLC

Web/Internet/Cloud/Cyber Security/IAM

Strategic Planning, BPO (outsourcing)

Infrastructure Design & Operation

Rapid Deployments, Agile, Scrum, Jira

Payer Processing Systems

Medicare Advantage

Business Process Outsourcing Delivery

Quality Control and Assurance

Strategic Partnership & Consensus

Technology Architecture & Integration

Large Scale Project Management

Cost Reductions / Profit Growth

Application Implementation, ERP

DR Design, Implementation, Validation

Risk Management, HIPAA, HITECH

Change & Dependency Management

Epic EHR Implementation

Business Intelligence, Data Warehouse

Construction Management

Governance and Portfolio Planning

Organization Change Management

Construction & Power Systems

Data Center Design and Construction

Vendor Selection and Management

Public Sector Program Management

Business Analysis (BA)

Solutions Architecture, PLM

SQL, Database Design

Microsoft Office, Visio, Power Point

Microsoft SharePoint, Word & Excel

Technical Specifications

Microsoft Project, Clarity, Power BI

Smartsheet PM & Collaboration

Bug & Issue Tracking, RAID Log

Tandem Non-Stop Systems

Fault-tolerant high-availability systems

Incident & Root-Cause Management

Demand Management vs. Capacity

Program & Portfolio Management

Resource & Cost Management

Professional Experience

Sr Technical Project Manager

CareFirst BCBS Aug 2022-Jan 2023

Sr Technical Project Manager for CareFirst, the largest health care insurer in the Mid-Atlantic region, serving 3.4 million members, and employs approximately 7,500, and is recognized as one of the World’s Most Ethical Companies, with revenue over $10 billion.

Sr Technical Project Manager working with PMO, on the team responsible for the migration of all Data Center technology to new Data Centers at new locations incorporating co-location services and AWS Cloud for selected services. The existing Data Centers will be abandoned once migration is complete.

Responsible for managing Supply Chain and Data Center Procurement Tracking and Business Process Outsourcing (BPO) for all vendors having a role in the Data Center Migration project including hardware, software, and consulting services. I reported to the Data Center Migration team on a weekly basis with current procurements in process, results to date and any procurement challenges and associated risks.

Worked with team to inventory applications to be migrated including Web Services, specialty network applications, and implementation schedule to move existing environment to new Data Centers and AWS Cloud. Supported Architecture team responsible for detail planning for application moves to new Data Centers.

Developed new tools to simplify the collection of status reporting for project management office (PMO) activities from responsible parties using one-on-one email versus large meetings. These new methods provided flexibility for reporting individuals and did not tie up others with discussions not relevant to them.

Developed new documentation depicting processes to be included in Data Center Migration, including enhanced networking solutions and application migration critical path, and shared with team.

Evaluated IP options for new Data Center including Cisco Location/ID Separation Protocol (LISP). Performed research on options along with risks and shared my discoveries with team members for evaluation.

Researched Palo Alto Firewalls, F5 Load Balancers, InfoSec Extra Hop, Gigamon, and Active Directory and shared my findings with team.

Sr Technical Project Manager

Johnson & Johnson Mar 2022-May 2022

Sr Technical Project manager for Johnson & Johnson, with $23B in sales, 144,000 Employees, and headquartered in New Brunswick, New Jersey. Assigned to support the team responsible for the splitting of the organization into two separate publicly traded companies. One will inherit J&J's extensive portfolio of well-known consumer products, while the other will continue to develop, produce, and distribute pharmaceuticals, medical devices, and medical technology. Focused with the High-Performance Team to deal with Core Business Technology related to Legal, Healthcare Compliance and Privacy domain. Initiated project to review all database components related to the legal aspects stored in SharePoint and accessed using Microsoft Teams Files facility. Cataloged all 2,147 elements spread across 450 directories and prepared a report for the team to review indicating the status of all SharePoint directories including naming conventions and specific component counts. Created database table in Atlassian Confluence to manage key factors and track progress and risks across all efforts related to the Legal domain. Researched available plug-ins available in the marketplace to enhance Confluence to support Excel-like functions for lookup validation and calculation capability. Worked with J&J internal IT team and plug-in vendor to schedule required J&J review process for a proposed plugin. For the selected plug-in vendor, arranged proof-of-concept for the proposed plug-ins to enhance Confluence.

Sr Technical Project/Program Manager

Stryker Corp. Apr 2021-Aug 2021

Sr Technical Project/Program manager for Stryker Corporation, with $14.4B in sales, 43.000 Employees, and headquartered in Kalamazoo, Michigan. Short term contract assignment to assist with the restart of projects put on hold due to COVID while FTE staff was restored. Responsible for Analytics Program with multiple simultaneous projects providing Project Management for multiple teams each with 20+ team participants. Projects included the use of SAP Hana data warehouse and Microsoft Power BI for Sales and Finance organizations performance management requirements. Sales reporting included both past performance and predictive analysis to support past performance reporting and a look into the future. Agile methodology leveraged Microsoft Azure DevOps tool set. Participated in daily Scrum meetings and led weekly Stakeholder Product Update meetings. Responsibilities included project initiating, planning, execution, financial reporting, vendor management, stakeholder communications, compliance with security, GxP, risk, issue, and dependency management, architectural standards, and quality.

Technical Project Manager

3M Company Jan 2021-Mar 2021

Short term Technical Project Manager assignment during COVID to augment the support in the absence of FTE staff for the Order to Cash transformation program consisting of several workstreams including core workflow development, intersystem integration, legacy application integration updates, data management and migration, and analytics and reporting. Leveraged prior experience with SharePoint, Smartsheet, Jira, Confluence, and MS Office applications to assist with implementation planning incorporating Agile Scrum methodologies. Worked in close collaboration between IT, the business, and 3rd party service providers. Included digital process automation and business process management capabilities of Pegasystems and rapid API integrations using MuleSoft Anypoint Platform for cost effective application solutions. Included dependency management, risk, and issue management.

Sr Technical Program Manager

Fujitsu America, Inc. Mar 2019-May 2020

Project Manager and Business Analyst for the migration of all customer systems and applications co-located in the Fujitsu corporate data center to be moved and hosted to the Microsoft Azure cloud environment. The stated goal was to completely shut down and abandon the corporate data center upon completion of the migration to the Microsoft Azure cloud. Worked in conjunction with a 30-member team to develop and document standards to be followed during the migration to the cloud including cyber security, management structure, dependency management, risk and issue management, database migration, monitoring, availability, testing, go-live strategy, and performance objectives. Organized and hosted team meetings to define target Microsoft Azure architecture and to determine third-party components necessary to supplement the Microsoft Azure tools available to support the Microsoft Azure environment. Developed and agreed on the respective Fujitsu and client ongoing responsibilities for client systems upon the completion of the migration of the client systems to the Microsoft Azure cloud. Experience with Cisco voice technology related to Service Desk support.

Senior Technical Program Manager for Fujitsu North America on assignment at Ford Motor Company to provide program management office support (PMO) for the migration of enterprise application systems from legacy data centers to new data centers of the future. Oversight of multiple Project managers each responsible for multi-million-dollar budgets and geographically dispersed teams covering applications supporting PeopleSoft financials, SAP worldwide Supply Chain spare parts management and Manufacturing Plant automation, and Business Process Outsourcing (BPO). Coordinated infrastructure provisioning, database migration and technical problem resolutions. Worked with teams to identify project time and cost savings opportunities. Identified gaps in project planning, technical inconsistencies and potential delays of required infrastructure and technology. Discovered project risks and related issues, developed risk contingency plans, performed impact analysis, mitigation strategies and action plans as well as issue action and resolution strategies, monitored dependencies. Leveraged CA Clarity program management toolset for: 1) Maintenance of project master data, 2) Staffing of project roles and resources, 3) Gantt chart, 4) Dependencies and relationships, 5) Risk, Issue, and Change Management, 6) Integrated status reporting to leadership, 7) Time tracking, 8) Document management.

Sr Technical Project/Program Manager Solutions Architect

Berwick Associates, Inc., Southfield, MI Oct 2014-Feb 2019

IT Consultant in Healthcare, Financial Services, Project, Program and Property Management.

Senior Technical Project Manager for Priority Advantage reporting to and contributing to the Project Management Office (PMO), a healthcare payer business unit of Priority Health offering provider-sponsored health plans a full range of services covering client identification & product positioning, product development, member sales, marketing & services, claims, provider services, health management, pharmacy services, risk adjustment & quality and business oversight. Responsibilities included project management of multiple workstreams of a multi-year program to develop a Business Process Outsourcing (BPO) service for health systems and health plans entering the Medicare Advantage market. Participated in governance processes to manage designs, integrated work plan, change control, dependencies, and RAID (Risks, Actions, Issues, Decisions) log. Managed a team including Business Analysts (requirements), Procurement Specialists (RFPs, vendor demos and selection, contracts, HIPAA compliance), Scrum Masters (daily Agile team review), Architects (integration), Solution Managers and Business Subject Matter Experts. Refined project schedules, resources, progress of project milestones and deliverables. Maintained project communication plan including status reporting, individual and group meetings for stakeholders including team members.

Senior Technical Project/Program Manager, Solutions Architect and Business Analysis for Henry Ford Health System responsible for the database integration implementation for the Precision Medicine Program as part of the 10-year Cancer Moon Shot Initiative. Conducted JAD sessions, created, reviewed, modified RFPs and coordinated purchasing procedures along with BPO (Business Process Outsourcing). Managed project charter, documented scope and gathered requirements incorporating Visio and PowerPoint describing required application and infrastructure updates, developed activity and resource management schedule, project dependencies, conducted stakeholder meetings, provided project status updates, managed risks, and escalated issues as required. Leveraged Microsoft Project and Smartsheet to manage portfolio and projects. Provided technical specifications and roadmap for Organization Change Management (OCM). Coordinated with Enterprise PMO. Includes capturing all Sunquest/CoPath HL7 messages and others to and from the Epic EHR system, applying a filter process for selecting cancer patients, translating data per vendor requirements and sending via Cloverleaf Interface Engine infrastructure to third party vendor. Managed all project vendors. Developed standards-based enterprise architecture to capture and deliver the cancer patient Tumor Staging and Molecular Pathology data leveraging AWS IaaS. Managed infrastructure upgrades. Coordinated database extraction from Enterprise Data Warehouse with Data Analytics team to supplement data requirements adhering to enterprise architecture framework. Designed and created SQL Data Analytics database to manage the QA processes including data cleansing and aggregation to confirm the quality, completeness and integrity of the required data sent to third party vendor. Worked with vendor to review and update design of customer portals. Obtained and evaluated AWS SSAE16 SOC2 cyber security controls and effectiveness report. Reviewed data being sent to vendor for compliance with HIPAA cyber security rules.

Engaged by the Wayne County Airport Authority as Project Manager to lead the development of a five-year technology strategic plan covering Detroit Metro Airport and Willow Run Airport. Utilized Microsoft Project to manage multiple projects. Assessed current state for strengths and weaknesses, identified gaps and developed plan to move the organization forward including improved governance and capacity vs. demand management. Interacted with senior leadership and using PowerPoint, presented interim and final plans including recommendations to the senior leadership team.

Consulted as Senior Project/Program Manager (Delivery Lead) for multiple initiatives in the Treasury & Investment Accounting organizations of Blue Cross Blue Shield as a part of the Treasury Transformation Project including:

Back Office Systems supplier integration enhancements to improve data quality and integrity;

Enhancements to production scheduling to provide more timely Data Analytics reporting necessary to support trading;

Integration of new third-party data sources to achieve consistent, accurate and expanded report data;

Improvements to reporting with Microsoft SSRS COTS to reduce run-time to complete critical Business Intelligence (BI) reports, utilized Jira for defect tracking;

Implementation of a new COTS fixed income trading platform to enhance enterprise liquidity while maintaining cyber security requirements during remote system updates from platform vendor.

Sr Technical Project/Program Manager Technical Services and Infrastructure

Oakwood Health System, Dearborn, MI (through CareTech Professional Services) Feb 2014-Sep 2014

Selected as interim Manager of Technical Services and Infrastructure for a 1,229 bed 4 acute care hospital organization with 65 outpatient sites, $1.2 billion in revenue.

Oversight for the leadership of a 90-person organization, $23 million budget, servers, storage, networks and telephony;

Coordinated department projects with Project Management Office (PMO) to align resource capacity management vs. demand for new infrastructure critical for the deployment of new enterprise capabilities;

Successfully managed the relocation of critical infrastructure components to new data center to achieve improved reliability and achieve lower cost of operations while maintaining connectivity to Epic EHR system, developed guidelines for Organization Change Management (OCM) related to remote management of the infrastructure located on a third-party premise;

Improved Epic response time by guiding technical services through the process of analyzing message architecture and identifying and eliminating performance bottle necks;

Realigned staff to improve service levels and reduce operating cost;

Negotiated BPO (Business Process Outsourcing) with Microsoft contract saving $700,000 in operating expense;

Responsible for the deployment of 9,100 workstation upgrades to Windows 7 and COTS software including Organization Change Management considerations;

Lead team to recover from project delays with PeopleSoft ERP upgrade and managed to completion;

Managed infrastructure upgrade to support migration from Epic 2010 to Epic 2014 including enhance Data Analytics and Business Intelligence (BI);

Supported physician practices using secured cloud-based access for Allscripts, eClinicalWorks, NextGen and Community Connect;

Launched new department to manage Enterprise Mobility Portal solutions with focus on Bring-Your-Own-Device (BYOD), secure container access and two-factor authentication for Epic EHR and ancillary systems, cyber security for data protection and HIPAA regulations, regulatory compliance, user satisfaction, Product Lifecycle Management (PLM) and Organization Change Management (OCM);

Provided leadership to support an enhanced Project Management Office (PMO) including governance, demand vs. capacity management, repeatable processes and timely project status reporting;

Upgraded infrastructure to maintain compliance with Payment Card Industry (PCI) cyber security requirements to elevate physical and logical access controls and authorization;

Contributed to the achievement of Most Wired for 2014.

Sr Technical Project/Program Manager

Johns Hopkins Medicine, Baltimore, MD (through CareTech Professional Services) Apr 2012-Aug 2013

Selected as interim Project/Program leader for Johns Hopkins Medicine, Howard County General Hospital, Columbia, MD, Award winning HIMSS Stage 6 comprehensive, acute care medical center and outpatient services provider.

Performed IT risk and gap assessment covering staff, facilities, projects and budgets, prepared PowerPoint report and presented to hospital executive committee with proposed action plans and facilitated achieving consensus for priorities;

Stabilized technical environment and eliminated service interruptions by implementing infrastructure improvements to data center power and cooling systems;

Implemented the Epic EHR system from start to go-live incorporating a portfolio of projects for the hospital selected by Johns Hopkins to be the first Epic implementation in the Johns Hopkins EHR system also including staff portals for remote secure access to patient data with iOS and Android devices;

Produced project plan, defined scope, gathered requirements and managed the implementation of infrastructure upgrades required to support migration from Meditech to Epic EHR system leveraging formal project management best practices including initiating, planning, executing, budget management, monitoring and closing, incorporated Agile techniques and Product Lifecycle Management (PLM) of final stages for retiring Meditech EHR system;

Revised organization design, developed job descriptions, reorganized staff and leveraged Informatics team to improve service levels to hospital community and provided Organization Change Management (OCM);

Established regular meetings with IT staff, Informatics team, hospital nursing and executive administration Project Management Office (PMO) setting mutual expectations and service level management;

Managed project for the design, implementation and Product Lifecycle Management (PLM) for dedicated Epic workstations including infrastructure upgrades for all patient care rooms providing for optimal patient-staff interaction, care administration, patient safety, HIPAA compliance and timely updating of patient records;

Managed the effort to define requirements for the necessary upgrade of the hospital Epic EHR mobile workstation fleet and supporting infrastructure as part of the Product Lifecycle Management (PLM) providing design and implementation leadership that brought the completion of the project $500,000 dollars under budget;

Directed the project to implement big-screen Epic EHR electronic status boards and required infrastructure upgrades for operating rooms, emergency department and labor & delivery department for the Epic go-live and provided plan for Product Lifecycle Management (PLM) and Organization Change Management;

Managed the replacement of desktop systems infrastructure and implemented new custom and COTS software as required to support the Epic EHR implementation, part of the desktop Product Lifecycle Management (PLM) and Organization Change Management;

Championed the strategic process to combine the IT departments of several local Johns Hopkins hospitals into a single organizational unit.

Consultant Sr Technical Project/Program Manager Solution Architect Business Analyst

CareTech Solutions, Troy, MI (through CareTech Corporate Services) Nov 2008-Mar 2012

IT business process outsourcing (BPO), consulting, shared services and data center IaaS cloud services provider to healthcare organizations.

Provided full-cycle project management and Product Lifecycle Management (PLM) for numerous projects and products including developing project charter, defining and documenting scope and requirements, develop schedule, prepare and manage resource budget, manage quality, create communications plan, conduct stakeholder meetings, manage risk, Issues and dependencies, manage and coordinate with third-party vendors, provide project status reports, PLM plans and Organization Change Management as required;

Supported Contact Center (CC) platforms to be utilized by support staff to assist with customer issues. Also leveraged CC for sales teams to help in the development of new customer opportunities for CareTech Solutions products and services;

Managed project to safely upgrade PeopleSoft infrastructure including upgrade validation, quality assurance and fallback procedures;

Managed the effort including all phases of the development lifecycle using Visual Studio, ASP.NET, HTML, CSS and JavaScript, Visual Basic, SOA (Service Oriented Architecture), RESTful Web Services API, Agile and Scrum techniques to successfully integrate SAP Success Factors with PeopleSoft ERP system to eliminate redundant data entry and maintain single source of truth for employee data to support Data Analytics and Business Intelligence (BI) processes;

Designed architecture for Emergency Alert System incorporating a service oriented architectural services model incorporating RESTful Web Services API;

Developed and managed the program plan from initiating through closing to implement all required datacenter infrastructure (IaaS) systems required for a new Epic EHR system to support 1200 bed hospital system including vendor selection, testing and go-live and Product Lifecycle Management (PLM) for infrastructure and software;

Responsible for the delivery of process improvements for the IT services organization including IT asset and change management, performance monitoring, capacity planning, disaster recovery, cyber security, service request, incident and route cause analysis management;

Designed database, aggregated data using data set connections to provide infrastructure and application inventory management to support disaster recovery planning;

Developed client disaster recovery plans for Epic and Cerner EHR systems and managed the design and implementation of the disaster recovery infrastructure for major healthcare complexes leveraging real time replication and virtualization technologies delivered as PaaS for extremely fast recovery;

Project/Program Manager contributing to the Project Management Office (PMO) for the development and implementation of datacenter best practices, PCI compliance and policies incorporating COBIT guidelines and NIST 800-53 Cyber Security Rules to prepare for SAS70 (SSAE16) audit and directed the effort to successfully complete the first and subsequent yearly independent audits without exception satisfying federal laws and regulations;

Conducted JAD sessions, collected requirements, created, reviewed, modified RFPs and coordinated purchasing procedures;

Managed process improvements for Remedy Service Desk Application, an ITIL-driven help desk and problem ticketing system, to include capabilities for better tracking of end-user application issues documented using the Remedy application interface improvements to simplify the capture of application issues impacting the 500+ application users and store the details in the Remedy application for use by the development teams to evaluate the reported issues and propose updates and make approved updates as necessary for improved user experience;

Lead the development of new applications using Visual Studio, .NET, and Visual Basic to improve functionality and enhance IT cyber security in line with Product Lifecycle Management (PLM);

Directed the effort to develop and implement cyber security policies and procedures to ensure compliance with government regulations including HIPAA and HITECH, focusing on the confidentiality, integrity and availability of individual protected health information and Organizational Change Management (OCM);

Managed, developed, and delivered enhancements in process and applications tools for IT change management incorporating ITIL best practices.

Executive Consultant, Project/Program Management and Solutions Architect

Berwick Associates, Inc., Southfield, MI Mar 2004-Nov 2008

Management and information systems consulting company.

Designed B2B real time transaction processing interface infrastructure for extended warranty sales and tracking systems;

Architected and implemented Ethernet integration infrastructure and protocol normalization for disparate and specialized Geographic Information System (GIS) for navigation systems;

Designed and implemented wireless broadband repeater system and digital telephony systems;

Project/Program Management services including bid preparation, architectural and engineering review, contract negotiations, full development lifecycle and full-cycle project management including developing charter, planning, execution, monitoring, risk, issue, and dependency management, and closing. Active in real estate development, construction, and management.

Sr Technical Project/Program Manager and Solutions Architect

H&R Block Financial Advisors, Detroit, MI Jun 2003-Mar 2004

Division provides retail brokerage and wealth management services through branch office network and web site.

Responsible for 150+ person geographically disbursed software development, infrastructure, Data Analytics, Business Intelligence, Project Management Office (PMO), and cyber security teams with $22 million budget;

Rescued sinking project applying agile methods, reorganized team and turned potential million-dollar loss into resounding success, set in place Product Lifecycle Management (PLM) including maintenance and upgrade strategy;

Designed and implemented resource management capacity vs. demand planning system reducing overall project costs;

Enhanced data warehouse, operational data store, Data Analytics, Business Intelligence (BI) and on-line financial reporting systems;

Established mechanisms for enhanced team communication improving quality, adherence to and enhancement of standards, accountability and visibility;

Completed $4 million in major projects on time and on budget meeting or exceeding expectations;

Managed (BPO) outsourced third-party vendor relationships to improved service levels and reduced costs;

Spearheaded revised cash management strategy to bring additional $3 million to bottom line;

Revised pricing strategy to drive profits up $25 million;

Supported 3rd party interfaces including ACH, Fedwire, and ISO 15022 (superseded by ISO 20022)

Sr Technical Project/Program Manager Solutions Architect Business Analyst

JP Morgan Chase/Brown & Co., Boston, MA Nov 1999-Dec 2002

Division provides low-cost retail securities brokerage and wealth management services utilizing Internet and telephony-based technologies supplemented with branch and customer service networks. Member of Corporate Leadership Team responsible for IT strategic business plan including global portfolio management, infrastructure planning, application architecture frameworks, disaster recovery and risk management.

As Chief Architect, delivered $25 million-dollar project/program to support Corporate Digital Commerce and Customer Relationship Management (CRM) strategy utilizing 150-person virtual team managed full development lifecycle including Use Cases using Java (J2EE), HTML, JavaScript, MQ Series API, COBOL, Service Oriented Architecture (SOA), Agile and Scrum methods to develop new multitier scalable fault-tolerant and

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