Business Process Team Member

Thomas Steiner +1-415-***-**** ******.*******@**.***

Summary & Highlights

Skilled at creating project alignment among stakeholders, sponsors, subject-matter experts, technical architects, software developers, software QA, end users, legal, and compliance. Excellent communication and mediation skills leveraged to bring parties together to identify and clarify common goals, drive consensus, and induce project traction.

More than 20 years’ experience in requirements delivery and the Requirements Management Lifecycle; elicitation, analysis, documentation, ambiguity mitigation, traceability, and attribute management, user acceptance testing.

Expertise in providing business process analysis, mapping (BPMN), simulation, and re-engineering in a broad array of industries including Internet commerce, financial services, legal, and telecommunications. Outstanding analytical ability to document current-state, and future-state processes, identify inefficiencies and opportunities for improvement; and define solutions satisfying all stakeholders.

Skillful at employing software development best practices to define core project path: milestones, tasks, risk identification and mitigation, and team member engagement.

Accomplished facilitator: JAD sessions, visioning and high-level requirements discovery sessions, requirements management, and business process identification workshops.

Experienced and highly regarded mentor providing methodology (Agile, Rational Unified Process-RUP), and best practices training to executives, product owners, business analysts, and project managers. Effective staff management, program, and project management, cost estimation, and tracking.

Program/Project Initiatives Strategy; skilled at facilitating executive workshops focused on driving out value propositions and prioritization thereof, for product and program roadmap development.

Professional Experience

JPMorgan Chase & Co, San Francisco, CA 2023 – present

SENIOR BUSINESS CONSULTANT – BUSINESS DEPOSITS

Merger Analyst/Coordinator

Supporting Acquisition Team Member for JPMorgan Chase’s purchase of First Republic Bank

•Coordination of the bank-to-bank migration of thousands of business clients representing hundreds of billions of dollars

•Specified comprehensive gap analysis for banker and client experience differentiation across 21 different business banking products.

•Program Facilitation & Tracking

oDelivery of Migration Control Files

oLegal Review of Client Account Re-papering

oBanker and Client Communications Strategies

First Republic Bank, San Francisco, CA 2021 – 2023

SENIOR BUSINESS CONSULTANT – BUSINESS DEPOSITS

Requirements Management Practice Lead

•Mentor Business Process Analysis and Mapping – coordinating and mapping the onboarding and maintenance workflows – both current and future state, for Business Deposit activities conducted by business customers, bankers, service support, and IT assets.

•Define and facilitate the process for decomposing future-state processes into Feature-level requirements for Program/Project alignment.

•Facilitate

oUser Personal Identification and Profile Definition

oUser Journey Mapping, Elaboration, and Experience Optimization

oUse Case / Epic Discovery Workshops, building Use Case Models suitable for a future Agile interpretation.

•Provide oversight for a team of Business Analysis writing Use Cases, then decomposing them into User Stories

•Providing backlog management and grooming services for multiple Scrum Teams

Coordinate and facilitate User Acceptance Testing on all business-facing technical deliverables.

The Norman Group, Davidson, NC 2020 - 2021

SENIOR BUSINESS ANALYST – BUSINESS DEPOSITS, FIRST REPUBLIC BANK (Consultant)

Agile Practice Mentor, Business Requirements Strategy Lead

•Digital Consultant for First Republic’s Core Transformation Program, managing requirements discovery and analysis for the bank’s Treasury Management product offerings, including the construction and launch of a new TM Enrollment Maintenance Platform

Wells Fargo Bank., San Francisco, CA 2015 - 2020

ASSOCIATE VICE PRESIDENT, BUSINESS ARCHITECT – WF VIRTUAL CHANNELS

Agile Practice Mentor, Business Blueprints Strategy Lead

•Digital Consultant for Virtual Channels Ecosystems & Planning; guiding program Business Case governance and quality, ensuring that proper KPI measurement planning and ROI are reflected in Business Case submissions.

•Responsible for optimizing the channel investment portfolio and ensuring efficient execution by establishing traceability of planned initiatives, programs and projects to the overall channel goals and objectives.

•Provide inputs into the investment work plan through identification of high-priority business capabilities, scoping of high-level bodies of work to deliver on a strategy, and articulation of relationships between planned investments

•Provide a cohesive view of channel-wide high-level requirements

•Create and maintain business blueprints (e.g. Capability Map, Value Chain Map, Business Strategy Map, Initiatives Map, Organization Map, Product Map, Policy Map, Stakeholder Map, Information (Data) Map & IT Touch-points Map)

•Create, maintain, and mentor the mapping and use of business process models.

Charles Schwab & Co., Inc., San Francisco, CA 2008 – 2015

TECHNICAL DIRECTOR – DEVELOPMENT PRACTICES & PLANNING 2014 – 2015

Corporate Practice Lead, Software Requirements Lifecycle

•Established and lead Schwab’s Business Analyst Practice Community (BAPC) with a population of over 200 BAs and Product Owners.

•Designed and delivered high-level requirements discovery workshops (Agile, RUP, Waterfall), leading to clear project execution roadmaps. Audience: project sponsors, stakeholders, project teams, legal and compliance, etc.

•Designed and delivered training in end-to-end requirements elicitation and documentation utilizing visual modeling techniques and requirements management principals such as traceability and attribute management. Audience: business analysts, project managers, product owners.

•Business Architecture evangelist: Successfully implemented and promoted the linking of business processes created by BAs, with business capabilities, value chain mapping, org overlays, etc., for a new company-wide Business Architecture repository.

•Vendor relationship Business Owner for requirements-specific desktop tools (Blueprint, Rational Suite, iGrafx). Conducted contract negotiations; defined implementation strategy, SLAs, roll-out plans, training.

•Mentor for Agile and RUP methodology to teams and individuals in a cross-enterprise environment.

MANAGING DIRECTOR – PROJECT SERVCES 2009 – 2014

Central Portfolio Management Office (CPMO), Schwab Information Technology Enterprise

Development methodology mentoring at the cross-enterprise level, program and project management coaching for CPMO-managed projects; annual budget over $200 million.

•Direct Reports: concurrently managed 28 directs; project managers and business analysts, full-time and contract.

•Provided on-demand expert PM and analyst services on technically complex, highly visible, projects.

•Oversight of project launch and project close enabling project consistency and repeatable processes. Instituted post-release evaluation standards and lessons learned “capture and use” processes.

•Provided oversight in the delivery of over $100 million in projects during this period.

TECHNICAL DIRECTOR – SOLUTIONS ARCHITECT 2008 – 2009

Investor Services Portfolio Management Office, Schwab Information Technology Enterprise

•Defined processes and standards for project lifecycle; implemented best practices resulting in improved quality

of metrics and reporting.

•Coordinated Executive and Local Governance roles and responsibilities; authored Whitepaper.

•Collaborated with Development Practices team to iteratively enhance quality of project templates and methods.

•Delivered $6 million in projects including Managed Accounts Launch

PROGRAM MENTOR – RATIONAL UNIFIED PROCESS AND TOOLS (Consultant) 2006 – 2008

•RUP mentor for Investor Services Enterprise; provided program and project management coaching for PMO.

•Mentored management to Executive Vice President level on technical project processes and system integration.

•Provided advice to construction of an Integrated Test Environment: enabled QA team to perform end-to-end systems testing in an environment emulating Schwab customer experience.

•Coordinated release management oversight activities for over 30 systems with a complex array of interdependencies streamlining processes and reducing collisions.

•Authored Project Delivery Process template for the PMO; developed roadmaps, workflow diagrams.

Cisco Systems, San Jose, CA 2005 – 2006

PROGRAM MANAGER – ATTACH RATE PROGRAM (Consultant)

•Managed program that generated annual revenue increase of $350MM resulting from build and launch of hardware maintenance initiative; utilized McKinsey & Company approach of Shape > Execute > Scale.

•Managed program of eight major initiatives including a significant effort to deliver incremental upgrades to internal Cisco IT Tools. Program included over 200 staff for pilot, scaled to over 300 Cisco sales regions.

Charles Schwab & Co. Inc., San Francisco, CA 2004 – 2005

LEAD BUSINESS ANALYST (Consultant)

Investor Services Program Management Office

•Provided critical leadership driving recognition of technical and business complexity and cross-enterprise dependencies, for $3MM project introducing Managed Account Services; a new product category.

•Built technical context/visual and data flow diagrams delivering a framework allowing all teams to grasp breadth of project scope. Drove stakeholder awareness and commitment, met legal and compliance requirements.

•Defined end-to-end, cross-enterprise testing approach resulting in successful product launch; delivered vibrant new, ongoing revenue stream.

Hewlett-Packard, Cairo, Egypt 2002 – 2004

PROJECT MANAGER/ SYSTEMS INTEGRATION ANALYST (Consultant), Telecom Egypt

Provided program management support, analysis, and client management for TENOC; Egypt’s national telecommunications traffic surveillance center within the Ministry of Information Technology and Telecommunications in Cairo.

•Coordinated technical, contractual, and client interfacing details, software integration into an existing design, internal testing, delivery to production location, and production installation.

•Produced Critical Design Review Document (CDR); a key artifact for the Switch Traffic Surveillance software solution. Managed requirements for Network Operations Center solution ensuring completeness and accuracy.

•Managed acceptance testing of vendor software. Provided oversight of the test team and created an overall test approach. Facilitated test execution and acceptance with Telecom Egypt, and General Dynamics (acceptance engineer).

•Coordinated a multi-national development team of 25+ on three continents (Europe, Africa, Asia) for testing and delivery of the solution. Enabled clear communications, clean handoffs, and improved efficiency.

Hewlett-Packard, Roseville, CA and L'Isle-d'Abeau, France 2000 – 2002

PROJECT MANAGER/LEAD BUSINESS ANALYST (Consultant), Intel Home PC Program Management Office

Project management, analysis and change management for EasyDeploy; a global eCommerce Internet storefront; shipping PCs worldwide for Intel Corporation.

•Led effort to accept and reconcile online debit card transactions with multiple banking entities within the People’s Republic of China (new for HP and China).

•Day-to-day Client coordination with Intel; coordinated requirements negotiations and documentation.

•Managed or coordinated project business and technical change management, requirements, global business process identification, and documentation. Implemented RUP techniques for formal change management and release management.

Redwood Trust Inc., Mill Valley, CA – PROGRAM MANAGER (Consultant) 1999 – 2000

•Managed and coordinated ERP software implementation including human resources oversight, requirements discovery, modeling, quality assurance, estimation, risk management, and architecture for development of eCommerce storefront for origination of commercial loans.

•Applied RUP lifecycle and UML design methodology for n-tier system architecture delivering robust and scalable web solutions, database management and mail exchange. Re-engineered and automated hundreds of business processes to integrate with the new ERP software solution.

Boggs Consulting, Rancho Cordova, CA and Reno, NV – BUSINESS ANALYST 1999

•Lead Analyst on business process mapping, system functionality, and requirements discovery for eCommerce-based Loan Auction Engine. Developed OO system design and documentation for analysis of complex business rules and algorithm discovery for Commercial and Home Loan Origination and Analytics functionality.

Software Methodology/Tools/OSs

Methodologies

•Agile methods, including XP, SAFe, and Scrum

•The Rational Unified Process (RUP)

•Object-Oriented Analysis and Design (OOAD)

•Unified Modeling Language (UML)

•Business Process Modeling Notation (BPMN 2.0)

•Project Management institute - PMP

Tools

•iGrafx: Flowcharter/Process for Six Sigma Enterprise

•BluePrint Systems, Requirements Management

•LucidChart for Business Process Mapping and the UML

•Atlassian Jira • Atlassian Confluence • Team Foundation Server (TFS)

•Rational Suite: RequisitePro • ClearQuest

•SQL • MySQL

•Microsoft: Project • Microsoft Office Suite • Visio • SharePoint

•Business Architecture Book of Knowledge

•Business Analyst Book of Knowledge

Operating Systems

•Windows; MacOS; Linux; iOS; Android

Career Concentrations/Keywords: Business Analysis, Regulatory Audit Mitigation - IT, Project Management, Enterprise Level Systems, SLDC, Project Portfolio Management, SAFe, Agile, Telecommunications, Mobile Platforms, International Project Management, Loan Origination, Banking, Financial Services, Program Management, Rational Unified Process, Contract Negotiation, Enterprise Software, PMO, Staff Management, Vendor Management, Outsourcing, IT Governance, User Acceptance Testing, User Persona, Journey Mapping, Data Mapping, Change Management, Contract Management, Mentoring, Release Management, Scrum, Iteration Planning, Product Owner, Business Analyst, Project Manager, Program Manager, Cross Enterprise, Business Process Mapping, BPMN, UAT, Product Owner, Use Cases, User Story, User Stories, Epics, Business Capabilities Blueprint, Value Stream Mapping Blueprint, Information Blueprint, Organization Blueprint, Policy Blueprint, Business Strategy Blueprint, Stakeholder Blueprint, Initiative Blueprint, Product Blueprint, Directs Manager

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