Product Owner Project Manager

ANDREA CORTESE

Meridian, ID ***** ***********@*****.***

Certifications-Scrum Alliance Member since 2013

CSPO, Certified Scrum Product Owner

ACS-CF- Agile Coaching Certified Facilitator

ICP-ATF- International Consortium for Agile Team Facilitation

AI & Agility: A Comprehensive Introduction

Professional Highlights

Over 8 years' experience in IT Consulting, strategy and execution, mentoring, coaching, solving complex business problems, and providing creative solutions for industry leaders with high performing teams

Thrives in making a difference and learning innovative technologies with leading-edge thought leaders

Proven experience prioritizing backlog sprints utilizing MoSCoW method best practices, writing and setting up EPICs, user stories, features, and tasks in JIRA and various project planning tools

Proven leadership experience as a Lead Business & Functional Analyst, working in Hybrid Roles as Product Owner/Scrum Master, and Project Manager for enterprise and global initiatives working on over 40-million-dollar projects

Proven Healthcare domain experience: claims (eligibility & adjudication), EHR medical systems while consulting at VSP, Sutter Health, Blue Cross Blue Shield, CA Department of Correctional Health, Roche Genentech

Proven experience developing use cases, documenting process workflows, architectural information flows, utilization of Gherkin Syntex/writing acceptance criteria, review and analysis

Proven experience managing requirements for large programs with complex cross-functional teams/dependencies

Proven communication, team playing, problem solving, collaboration, leadership, organization, and facilitation skills

7+ years of experience working with databases, APIs, and related technologies

GAPs: Work on a project basis only. Relocated from California to Boise/Treasure Valley, ID in 2017. Previous Military spouse for 13 years.

Skills Overview

Scrum, MVP, MoSCoW

Agile-SAFe/Waterfall Methodologies

Requirements Gathering & Documentation

Meeting Facilitation

Business Analysis

CRM, Case Management, Vendor Management

Healthcare

Cost Benefit Analysis, Finance-Funding

Business Intelligence-Reporting

Product Feature Roadmaps/Prioritization

Business Rules

Data Governance/MDM

MS Power Platform Suite

Process Re-Engineering/Change Management/Architectural Process Flows

JIRA, AHA, Smartsheet, Figma, Visio, Lucidchart, Mural Board, DevOps

Business Strategy/Execution & Implementation

Procurement Processes

Stakeholder Engagement and Adoption

Leadership

Training and Teaching

Product Owner/User Stories

Data Mapping

System Security/User Permissions

RFI's, RFP's, SOW's

Project History

PM/Functional Analyst- IT Consultant (remote) 10/2022 to 04/2024

Solution Stream, Lehi, UT

Projects:

PEF- Perpetual Education Fund/Multiple Funding Types (The only solution of its type-Global Educational Funding System)

PALT-Pacific Area Legal Tracker (MVP Implementation- Pacific Area) MS Dymanics-Curo365- MS Power Platform (High Compliance Restricted System)

Area Book Cloud (Completed initial project cleanup/level set/l discovery and documentation for MVP)

PALT-Completed Discovery with a successful Phase 1/MVP implementation for Pacific Area Legal Tracker, working in a hybrid role as a Functional Analysis, Data/Systems Analyst, and Project Manager: creation of project plan, initial global project roadmap, feature prioritization, and user story backlog in DevOps. Led and facilitated project meetings and roadblock resolution with key project stakeholders

Completed requirements gathering, and documentation of current and future state business process flows and architectural Information flows with key stakeholders

PEF-Completed Successful Phase 1 Implementation; requirements documentation and acceptance criteria- focus on educational subsidies, refunds, interest rates, expense categories, program length, with ongoing feature enhancements

Led requirements analysis, meeting facilitation, backlog refinement, and documentation of acceptance criteria for M&O and MLA Project feature requests, bugs, and support tickets in AHA

Provided ongoing agile mentoring and coaching; increased project velocity by approx. 25%

Completed and created training documentation. Led and facilitated training for Junior Analysts, user story creation and requirements documentation

Facilitated and led Tech Design and Tech Review meetings (user story estimation-T-Shirt Sizing)

Successful cleanup of approx. 40 Product Backlog/Features that were over 2 years old, tracking and reporting

Recommended and completed AHA ticket request business process documentation, to streamline and identify prioritization of business needs, utilizing MoSCoW

Recommended and implemented Gherkin Syntax for documentation of feature acceptance criteria

Product Owner-Consultant (remote) 04/2022 to 06/2022

Pyramid Consulting, Evernorth – Tampa, FL

Project: Data and Analytics (MSK- Muscular Skeletal)

Assisted with defining and prioritizing the backlog for Evernorth's EVIR (Patient Interactions) and EVOR (Patient Opportunity) data repositories and data governance process

Assisted in the facilitation of planning meetings with Agile Scrum teams to determine sprint priority and user story creation.

Created and organized sprint EPICs, User Stories, Features, Tasks, and Story Points in JIRA

Lead Business Analyst-Consultant (remote) 06/2020 to 06/2021

Tech Mahindra, Roche Genentech – South San Francisco, CA

Project: Global E2E-Clinical Trial Global Software System Upgrade

As part of the System Integration and Architecture team, completed the API (Mulesoft) foundational requirements for both inbound master data and outbound transactional data, including the business API translation logic for Release 1

Led and facilitated requirements gathering, and planning sessions with partner system stakeholders, completed system impact analysis, and documentation of current state and future state processes, data analysis and mapping, and collaborated with cross functional teams and implementation partners (Accenture & Veeva) teams in requirement review and sign off

Assisted in the facilitation of Global Planning meetings with SAFe Agile Scrum teams to determine sprint priority and user story creation

Worked in hybrid roles as Product Owner or Scrum Master as needed

Created and organized SIA sprint EPICs, User Stories, Tasks, and Story Points in JIRA

Worked with project collaboration tools such as Jamboard and Mentimeter

Attended SAFe Global project meetings and conducted presentations for the SIA team as needed

Senior Business Analyst–Consultant 11/2019 to 01/2020

DISYS, Blue Cross of Idaho – Meridian, ID

Project: Enterprise Contract Lifecycle Management Requirements for RFP

Led and facilitated requirement meetings, prioritized business requirements using MoSCow, created user stories, and process flows to assist with the submission of an Enterprise CLM RFP bid process

Assisted with the creation and documentation of a requirement strategy, data analysis, and partnered with functional areas, and key stakeholders

Senior Business Analyst/Project Manager-Consultant 10/2017 to 08/2019

Experis, JR Simplot – Boise, ID

Project Highlight: Salesforce Lighting Platform Software Upgrade with DocuSign Integration

Worked on multiple complex business projects, leading the strategy, analysis, training documentation, and defining business priority utilizing Mo Scow, Agile, and Waterfall SDLC best practices; Mine Cost/Don Plant Reporting solution, Land and Livestock software upgrade, SAP B1 International ERP upgrade, Sales Force/Sales Quote Implementation and Lawson ERP integration

As part of the PMO, successfully took over as PM to manage and clean up the Agribusiness Salesforce implementation and DocuSign integration in a hybrid PM/BA role collaborating with the Digital team, implementation partner Zennify, DocuSign vendor, and various cross functional teams

Facilitated weekly stand-ups, managed project schedule, assisted with overseeing project budget, change requests, and SOWs with the Project Coordinator

Led the creation, definition, and documentation of a sales process workflow and reporting requirements- out of box in Salesforce vs configuration/ customization, identified and prioritized business gaps, and areas for process improvement, while providing process standardization for the Agribusiness Sales team

Prioritized and documented business requirements, managed project backlog, created UAT test cases, UAT schedule, change management/ M & O, and training documentation

Provided bi-weekly status reports, project task burndown and transition strategy

Senior Business Analyst-Consultant 07/2015 to 06/2017

LCS Technologies, California Correctional Health Care Services – Elk Grove, CA

Project: California State Department of Health Care Corrections, System Upgrade-Electronic Health Care Solution (Four Hundred Million State Contract- Supreme Court Mandated)

Performed requirements traceability and the legal analysis on the project contract with the PMO; review and sign off with business stakeholders

Led the analysis, documentation, prioritization, and strategy of Pharmnet/Omnicell system enhancements; assisted with triage, tracking, reporting, and collaborated with cross functional teams to ensure resolution of high priority/critical Pharmacy issues

Performed business process improvement, risk analysis, lifecycle management process improvement, facilitation, and documentation of downtime system procedures, partnering with SMEs and implementation partner

As a Hybrid PM/BA; successfully oversaw, strategically managed, and implemented a 9-million-dollar asset(procurement)lifecycle reconciliation and mitigation plan clean-up effort for CCHCS institutions

Trained and mentored state staff and partnered with vendor/implementation partner-Cerner

Introduced and refined MoScow scrum feature prioritization for ongoing change requests

Led the legal analysis, requirements gathering, documentation, and updates to decision table business logic for the 1845/7410 Power form upgrade: system validation, and inmate eligibility for DME/Durable Medical Equipment

Collaborated and attended project and ad-hoc meetings with team members and assisted with ongoing Go-Live site efforts

Senior Business Analyst-Consultant 06/2015 to 07/2015

KForce Technology Solutions, Blue Shield of California – El Dorado Hills, CA

Assisted with legacy migration of complex benefit plan to new Facets claims system, business process improvement,

Facets system analysis, system issue resolution, and insurance card upgrade project

*Recruited from Blue Shield of California for long-term California State project.

Lead Applications Analyst-Consultant 01/2014 to 05/2015

Direct Technology/Cognitim Codeworks, Sutter Health– Sacramento, CA

Project Highlights: solution upgrade for the Sutter Health Sacramento Region pharmacy department (Omnicell/Pandora solution)

Server Refresh Project-Lifecycle Management- Physical to Virtual

Lead analyst for over sixty clinical applications, management and development of implementation schedules, SOW, business strategy, project management, meeting coordination and facilitation, requirements, and process documentation for a server lifecycle/infrastructure management program for the Sacramento Valley Region. Going from physical on prem to virtual.

Successfully implemented and led a system upgrade for the Sacramento Sierra Pharmacy department (Omnicell/Pandora solution)

Created process documentation, user acceptance test plans, and SOW- Scope of Work

Led meeting facilitation, business analysis, requirements gathering, and documentation

Selected to participate on a Sutter Health process improvement board, created process documentation/ standard operating procedures for server refresh lifecycle initiatives and change management

Assisted in creating new reporting fields with key performance indicators

Assisted with the design of a regional data archive solution and creation of a requirements template for data retention and legal compliance standards

Collaborated and attended project status meetings with team members, technical resources, SMEs, and Business owners

Performed data cleansing, mapping, status reporting, and documentation in disparate databases for lifecycle management, server refresh, networking, and infrastructure compliance

Lead Business Analyst–Consultant 10/2012 to 08/2013

Volt Workforce Solutions, VSP- Vision Service Provider– Rancho Cordova, CA

Project: System Upgrade- Claims Validation and Eligibility

Led the analysis and business requirements documentation for a "new" internal "claims validation system/rules engine"- moving from ILOG to Drools (BRMS), using a data driven business rules solution

Introduced, created, and recommended the formulation and definition of a standardized VSP Claims Lifecycle for business rule categorization, data governance, and BPM modelling, which simplified architectural design/rule flow, ongoing system maintenance, and streamlined business processes

Worked with the agile scrum team members to determine the product backlog, business strategy, assisted with creating, maintaining, and prioritizing user story backlog based on business value/ROI

Participated and facilitated in stakeholder review meetings, daily stand-up meetings, and collaborated with the team on velocity, burn down, impediments, backlog, and tasks

Facilitated planning sessions to gather and evaluate information, make recommendations for business process improvements, gathered, and documented business requirements, and assisted with system design

Conducted an enterprise-wide system impact GAP/data analysis, translation of current business logic- over of over 2,000 business rules of all VSP benefit types, identifying duplicate business logic, additional work stream interdependencies, along with ICD 9, 10, and 11 business impacts

Partnered with the system analyst in creation of a new claims design and rule flow

Introduced an enterprise-wide Business Rules Governance Plan and provided ongoing training and documentation for necessary business process changes (organizational readiness)

Business Process Analyst/Implementation 06/2011 to 06/2012

Rust Consulting – Minneapolis, MN

Project: Modernization- Claims/Eligibility System

As part of the Business Process and Technology Team, assisted with developing a new proprietary claims (eligibility) management system-moving off a mainframe to a modernized system

Gathered and documented business requirements, analysis of current and future state, process re- engineering, and documentation of process flows

Partnered with agile team managers and the Release Manager in determining the product roadmap, backlog, and business strategy according to business value, ROI, and impact

Performed Cost/Risk/Impact and GAP analysis using lean six sigma principles

Defined and created user experience metrics with business stakeholders

Developed a helpdesk- tier request support model for business users and SLA (Service Level Agreement) for all issue resolution

Created test plans and participated in UAT testing for beta projects

Conducted and led all training efforts and created user manuals and assisted with change management initiatives

Conducted and facilitated JAD sessions with project team members and SME's

Communicated project timeline to identify impacts and priorities of all new system releases/milestones

Education

Master’s degree: Public Administration 05/2000

University of San Francisco - San Francisco, CA

Bachelor of Arts

University of Wisconsin

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