Product Owner, Business Analyst, Scrum Master, Technology Solutions

Career Summary:

Thirty years in Technology Products design and market launch has established enterprise platform domain expertise specifying and managing Technology, Information Infrastructure, and Web Hosted Service delivery addressing requirements of, Financial Service, Manufacturing, Healthcare, Life Science, Federal State & Local Government organizations.

Lean Six Sigma Define, Measure, Analyze, Improve, Control (DMAIC) methodology has been applied to improve internal systems, optimize cross-functional process and restructure organization. This Continuous Improvement discipline has been applied maximizing return on new capability added through an acquisition and refocusing organizationally on new opportunities identified with impact on all operational areas and infrastructure including:

●Products & Service offerings, technology infrastructure (SW, HW, Communications, Networking)

●Occupied Space infrastructure (Acquisition, Enhancement design & construction, Mechanical Electrical Plumbing, Finish & furnishing, Support service vender management, Facility Startup & Occupation)

Project Management Institute best practices initiating, planning, executing, controlling, closing:

1. Project Charter: Address stakeholder issues

2. Project Plan: scope, schedule, cost, and staffing

3. Execute: procurements, project team development, stakeholder engagement, continuous quality, track risks/alternatives

4. Monitor and control: scope, change, costs, schedule, and closure

Technology

High Throughput, High Availability, Extended Enterprise Class, Secure Web Services based on a multi-server architecture.

Platforms:

Linux Enterprise Server, Solaris, HP-UX, AIX

VMware: ESX, vSphere replication

IBM: Virtual I/O Server (VIOS)

Amazon Web Services (AWS)

Microsoft: Azure Service Fabric, Hyper-V

Open Source: Drupal Content Management

Application Services:

IBMWebSphere®, OracleWebLogic®, JBoss®

Contract Lifecycle Management:

Icertis, Docusign, Ironclad, CobbleStone

Database Servers:

Microsoft SQLServer, Oracle®Database, IBM DB2

Systems integration:

Oracle ERP Cloud, Oracle/PeopleSoft Fusion

IBM/FileNet, Box, EMC WideSky storage management

Middleware

SAP NetWeaver, SharePoint Integration

21 CFR Part 11 Compliance

Solutions Implemented (partial list):

Johnson and Johnson Electronic Clinical Trial Registry:

Platform to automate data management in clinical trials.

Novartis Institute for Biomedical Research (NIBR)

Decision Support Environment

Bank of New York: Custodial Securities & Trade Records

Prudential Financial Transaction Processing (1M per day)

City of Detroit Land Management, Permits and Licensing

US Social Security Administration Program Service Center

DoD Business Transformation Agency:

Process, Systems and Information Flow Automation

United States Congress, Congressional Mail Screening

United States State Department Amazon GovCloud

USDA Agricultural Research Service: Dynamic Content

Patents:

4,713,754 Content life cycle management system.

4,897,780 Enterprise Content Management

5,231,578 Multi-media document annotations

Certifications

AWS Certified Solutions Architect

Project Management Institute (PMP, PMI-ACP)

Scrum Master Certified

Lean Six Sigma, Black Belt

Education:

California State Univ., B.S. Computer Science, 1978

Domain Expertise

Lean Six Sigma Business Process Improvement

Internet Hosted services:

●Amazon Web Services (AWS)

●Microsoft: Azure Service Fabric

Enterprise Content Management

SW Development Life Cycle methods (Waterfall, Agile)

Health Information Technology (HITECH).

Life Science/biopharmaceuticals regulatory compliance

Positions Held: 30 years IT Management/Leadership experience:

3 years Contract engagement: Senior Project Manager,

City of Detroit electronic licensing and permits

2 years Program Management, FutureNet

2 years Senior Project Manager,Wipro Technologies

5 years VP Business Development, Laserfiche

3 years President/COO Global 360

2 years President, Eastman Software

5 years CTO, Imagery Software

3 years CTO, Keyfile

5 years Director Open Image, Wang Laboratories

6/2004 to present Ægis Metrics, Inc., Carlisle, MA Founder and Lead Consultant

Ægis Metrics, Inc. is a consulting company targeting Regulatory Compliance and Fraud Detection driven opportunities in Health Care, Corporate Governance and Pharmaceutical market segments. Client interviews, focused on business operations, has been the key to successful application of process optimization and technology achieving business objectives

Health Care and Life Science practice:

Payers (Blue Cross, United Health, Aetna, Cigna),

Providers (Partners, Tufts, Mass General…),

Life Science/biopharmaceuticals (Johnson and Johnson Electronic Clinical Trial Registry, Novartis Decision Support, Sanofi-Genzyme clinical trials)

Contribution to government standards (Health Information Technology).

June 2015 – August 2019 Contract engagement Project Manager/Business analyst, Licensing, Permits and Land Records

City of Detroit Buildings Safety Engineering and Environmental Department (BSEED)

Governance and management of the project was my direct responsibility including: Project Charter, kickoff meeting(s), scope management, risk management, communications, change control, performance measurement, and detailed plans/schedules for all phases of the project. Status meetings for senior leaders, assessing proposed changes in scope, and recommending courses of action to project sponsors during the execution phase were directly managed.

This is a web hosted enterprise solution design and implementation serving all City of Detroit BSEED Divisions based on the Accela robust, cloud-based Software as a Service (SAAS) government software solution automating 250 distinct record types.

●This project is the result of an initiative to provide multiple automated licensing, permitting and inspections systems, currently administered by the City of Detroit Buildings, Safety Engineering and Environmental Department (BSEED), with a consolidated solution that is more efficient, has more customer-focused functionality and is more sustainable.

●Project deliverables provided transition from a legacy collection of premise applications supporting Trade Licensing, Business Licensing, Permits, Inspections, Public Works and Utilities to the Accela integrated web hosted enterprise solution.

Divisions individually served and integrated into the departmental system and reports:

Administration

Licenses & Permits

Plan Review

Property Maintenance

Zoning

Public Works

Business License Center

Environmental

Construction

Boiler, Electrical,

Elevator, Mechanical,

Plumbing, Demolition

Jan 2014-June 2015 Contract engagement: Senior Program Management/Business analyst USDA Agricultural Research

Program Management for multiple Dynamic Web Content Management and collaborative solutions delivery:

Agricultural Research Service (ARS) Library

Development of an ARS website hosting approximately 238,000 web pages based on static content of 14,000 web pages and 65,000 downloadable files provided by more than 400 web content contributors with direct access to the research publishing platform. USDA Economic Research Service

At U.S. Department of Agriculture -ARS – “Development of On-line Ag Research Magazine”

Lead development of AgResearch Magazine (https://agresearchmag.ars.usda.gov), a web publishing framework, directly accessible to subject matter experts, automating presentation formatting to publish in a way that is easy to use, easy to understand, broadening the organizations ability to showcase specific domain expertise through an informative, engaging, enhanced digital experience.

Oct 2011-Aug 2013 Contract engagement; Program Manager, Wipro Technologies, Boston Massachusetts

Novartis Institute for Biomedical Research (NIBR) - Decision Support Environment (DSE)

Team workspaces integrated with SharePoint Content Management providing a single platform through which researchers access and analyze project data. Researchers and NIBR management share integrated information across research projects from drug discovery through Proof of Concept studies.

Senior Business Analyst/Project Manager, Fidelity Investments XTRAC

Retained to direct transition of Fidelity Investments internal on-premise securities processing system transition to a Web-Hosted multi-tenant financial solution offering a rich transaction process management and document of record recording to highly-regulated businesses through XTRAC® Solutions ( www.xtracsolutions.com). ).

The platform is a high volume, business critical, high availability online transaction processing (OLTP) and online analytical processing (OLAP) system based on Oracle technology. XTRAC processes more than 40 million work items annually and more than one billion documents are stored on the on secure cloud platform used by XTRAC.

More than 30,000 individuals in 75 companies, representing banks, brokers, investment managers and other financial institutions, use XTRAC to improve client experiences, grow their businesses with operational efficiency, and assist in maintaining compliance measures in a highly complex and demanding regulatory environment.

The XTRAC Workflow Suite provides a proven solution to track, route and control work across your organization. Whether onboarding a new client, addressing a compliance audit or completing a financial report, each step in the process is standardized and streamlined.

High level delivery milestones were rigidly defined and managed under a waterfall discipline with incremental subcomponents managed through an agile sprint/scrum discipline, thus the project lifecycle was Hybrid.

Fidelity Investments XTRAC deliverables:

Project Charter High Level Requirements, Project Description, Milestones, Risks, Budget

Portfolio road–map: Custodial Securities & Trade Records Management, New Account Opening & Account Management, Continuous Controls Monitoring

Project and Staffing Plan Milestones, requirement deliverables definition, dependencies, schedule and staffing communicated both in a project plan document and a MS Project based GANT Chart

Project Control Scrum master for daily sprints defined for incremental delivery of project components Microsoft Project integrated with reporting and analysis tools report actuals versus plan.

Quality Management Defect Log documenting functional, performance and stress test results at milestone delivery meeting quality goals (MS Project Activity and Milestone dependency).

Project Closure Defect Log resolution and department manager deliverable signoff

Jan 2011- Aug 2011 Kollabria, Inc., Rockland, MA

Contract Engagement, Senior Business Analyst/Consulting Partner

Direct research areas and related consulting projects addressing Software as a Service (SAAS), Collaborative Computing (SharePoint), Enterprise Content Management, Process Automation, & Distributed Capture.

●Author Digital Asset Management and Contract Lifecycle Management white papers providing SharePoint 2010 Enterprise Metadata design guidance on privacy, governance, monitoring and audit for corporate digital assets, from cradle to grave.

●Design a Secure Content Management Service based on the SharePoint 2010 platform for a fortune 100 client fully addressing FIPS 140-2 level 4 standards, strongly encrypting data to ensure privacy protection both in movement and storage.

1/2006-12/2010 Laserfiche Document Management, Long Beach, CA

Contract Engagement: Vice President Business Development: Enterprise Solutions

Established product packaging, licensing, and pricing strategies to address enterprise positioning at Federal Agencies and Global 2000 corporations.

●Managed transition from a document technology platform product focused on small organizations, to an Enterprise Content Management focus serving medium and large organizations.

●Design Leadership for Laserfiche RIO product, based on the SharePoint 2007/2010 platform. This product established enterprise packaging, licensing, and pricing to serve Enterprise Content Management platform positioning.

oMicrosoft SharePoint Server 2010 Federated search connector for Laserfiche seamlessly searches both SharePoint and Laserfiche at the same time, or just search Laserfiche, from the SharePoint interface.

Laserfiche Record Center for SharePoint fully implements Fast Search Server 2010 capabilities

Advanced Content Processing

Advanced Sorting

Contextual Search

Deep Refinement

Extensible Search Platform

Extreme Scale Search

Rich Web Indexing

Similar Results

Thumbnails and Previews Tunable Relevance with Multiple Rank Profiles

●Specified use of digital signatures and other cryptographic protections for digital evidence, establishing a basis for reliable chain-of-custody authentication of documents.

●VMWare’s high availability module is leveraged to configure Laserfiche High Availability services in a multi-node configuration such that any of the virtualized services fail over to any of the remaining nodes.

●Marketing and product programs managed utilizing Agile Scrum methodologies.

Ameriprise Financial Services and Lending Tree Loan Origination Service serve internet based customers across the USA based on this system

DoD -Crane Naval Surface Warfare Center: Ruggedized Logistics Process Automation

Under exacting new requirements specified by the Pentagon’s NMCI (Navy Marine Corps Intranet), all legacy technology applications in military installations certified to assure they function well in simulated “real world” conditions.

DoD Business Transformation Agency: Process, Systems and Information Flow Automation

In response to the National Defense Authorization Act of 2005, DoD established the Business Transformation Agency (BTA), tasked with modernizing processes, systems and information flows.

Business operations at six defense agencies have been impacted: the departments of the Army, Navy and Air Force; the defense logistics agency; defense finance and accounting service; and transportation command.

Two of DoD’s strategic objectives for business transformation include reducing the cost of business operations and improving financial stewardship are achieved through Business Process Management technology applied to create an electronic workplace providing both the operational metrics and transparency to fully address DoD business transformation. The redesigned Defense Travel System (DTS) reduced the processing cost of travel vouchers $56 million annually.

11/2001 to 1/2006 Global 360 (Merger Eastman Software, Inc., Kofax Software) Dallas, TX

President / Chief Operating Officer/ Business Analyst/Program Manager: Internet Facing Product Line

Global 360 Enterprise Business Process Management (BPM) Suite Overview

The Global 360 Enterprise BPM Suite is a comprehensive solution whose capabilities and features combine business process modeling, simulation and execution with automated monitoring and analysis, thus supporting the entire BPM lifecycle. Global 360 implementations are concentrated in the traditional workflow strongholds - financial services, insurance, and government.

BPM Engine

The Global 360 BPM Suite is comprised of key service layers that can be deployed independently or in conjunction with each other. For example, companies could utilize an existing content management solution in place of Global 360’s native capabilities. Additionally, the Optimization layer can also be deployed stand-alone or extended across multiple process and transaction engines to provide end-to-end process visibility.

Optimize 360 - Optimization Services layer provides simulation, analytics and KPI/performance management, enabling both design-time and runtime business process optimization. The Optimization Services layer is capable of optimizing processes that span multiple process execution systems, including BPM systems other than Global 360, thus providing an overall view of process performance.

Execute 360 – Content, workflow, and process management capabilities that integrate with your existig data processing systems. Execute360 provides an end-to-end document lifecycle management solution for the capture, process management, and storage of information assets.

Process 360 - Process Execution Services layer is the heart of the suite, managing both straight through and long running business processes, as well as the human interaction with the process and system/service integration. Content Management Services layer is capable of spanning multiple Enterprise Content Management (ECM) services, including ECM systems other than Global 360 such as:

●Global 360 Business Process Management

IBM/FileNet Process Management

●Documentum Process Service

Content 360 – Business Process Associated Content Services manage the storage, retrieval and manipulation of content associated with the business process. Key capabilities of this service include document capture, versioning, archival and search. Content Management Services layer is capable of spanning multiple Enterprise Content Management (ECM) services, including ECM systems other than Global 360 such as:

●Global 360 Enterprise Content Management

IBM/FileNet Content Manager

●EMC Centera content addressed storage (CAS)

Documentum Content Service

11/1999 to 11/2001 Eastman Software, Inc., Billerica, MA

CTO / Business Analyst / Program Manager: Internet Facing Product Line

A wholly owned subsidiary of Eastman Kodak delivering products to market through indirect channels of distribution in 160 different countries. Three development locations managed in two geographies.

Brought on board and specifically tasked with developing a product strategy, which would serve as a vehicle to align corporate resources with the most highly performing assets resulting in a return to financial success.

After an installed base review it became apparent that the strength of the company resided in a sizable fortune 100 corporation and major government institution customer base. A fast track customer initiative was undertaken involving 32 fortune 100 CIO’s, revealing significant customer demand for Eastman to address:

1) cost of ownership issues,

2) scalability/integrity,

3) internet/intranet communications,

4) transaction management/integrity

Leadership for an “n-tier” Service Oriented Architecture product line providing Business-to-Business transaction management, serving as a platform for, service bureau business, supply chain management, and Business-to-Business process management.

●Enhancements to the existing Business Process Management core product line responding to cost of ownership, scalability, integrity, a component of the communications requirement

●A new product initiative, maintaining backwards compatibility while addressing the balance of the communications agenda, the multi-platform (J2EE) requirement, and absolute transaction integrity for Business-to-Business transactions across internetworking communications.

●Aligned product and service strategy with strong market presence in financial services and government markets worldwide. Substantial opportunities developed through enhanced transaction integrity / throughput capability and multi-platform initiatives for the Business Process Management and High Availability Storage product lines.

●Established a corporate customer service focus, solidifying account relationships with the fortune-100 installed base. Created a unique service product offering (“eiStream Investment Protection Program”) addressing ongoing enterprise requirements for maintenance, project assistance, diagnostics, training and related services.

●Design and development of an “n-tier” multi-platform product strategy, based on a Service Oriented Architecture:

Platforms: Sun Solaris, IBM AIX, IBM iSeries, Microsoft Windows, Linux

Application Server Technologies: EJB, JDBC, JSP, Servlets, Struts Framework.

Application Servers: BEA WebLogic, WebSphere or JBOSS.

Web Pages implemented using: HTML, Dynamic HTML, JavaScript, JavaServer Pages, Cascading style sheets (CSS), eXtensible Markup Language (XML) and Extensible Stylesheet Language (XSLT)

Program Manager Web Services

Johnson and Johnson Electronic Clinical Trial Registry, an information technology platform developed to automate data management in clinical trials. The approach, available for industry-use, is designed to replace the paper-based conventional processes of managing clinical supplies and tracking patient health data with a cohesive suite of digital technologies.

Johnson & Johnson operating companies sponsor and support clinical trials in more than 40 countries, allowing for wide diversity among populations participating in research. Systematic compliance and audit capabilities are incorporated in the platform to apply principles of Good Participatory Practice Guidelines related to clinical trials.

AFLAC Customer Service Correspondence Tracking, AFLAC insures more than 40 million people worldwide and is the leading underwriter of supplemental insurance in the United States. AFLAC receives approximately 60,000 to 70,000 customer requests each month in the form of paper, faxes, email, or via the internet. Eastman Software's Enterprise web–enabled workflow system automatically routes all work requests received via the web site to the correct Correspondence Specialists based on a user–specific Skill Based Routing database.

Management and Correspondence Specialists have the ability to track a document from introduction to archival. The manager has access to the entire file and can either approve the file, de–escalate the file with further instructions on an online ‘sticky note', or disapprove the file. The process is paperless and the reduction in process cycle time has helped increase the speed with which AFLAC is able to service its customers.

Bank of New York custodial securities and stock trade records management

In the shadow of New York World Trade Center, continued external operations through the disaster and thereafter, with complete information protection, despite data canter destruction, based on high availability off-sight content mirroring and fail-over features.

ABN Amro Loan Origination Service provides a hosted mortgage service to commercial banks across the USA based on this system.

Transamerica Financial Advisors: Brokerage and Advisor Process Automation

Provides investments and financial planning to clients nationwide through a network of more than 700 registered representatives, 42 offices of supervisory jurisdiction (OSJ) branches and 51 home office staff, TFA is a rapidly growing enterprise whose independent representatives faced the growing cost of paper-based processes: misplaced documents, time-consuming m costs and file storage expenses

US Social Security Administration Program Service Center Automation:

Automates front office transactional transparency across a nationwide network connecting local community offices to SSA Woodlawn, Maryland Headquarters based on this system.

4/96 to 11/99 Lexign ( icomXpress / Keyfile Corporation), Nashua, NH

VP Engineering / Business Analyst/Program Manager: Enterprise Product Line

A venture backed startup providing mission critical e-commerce solutions. Systems typically serve revenue critical B-to-B functions in financial (credit approval, secondary), or cross industry (order processing, contracts management …) applications.

Product development and planning responsibility for document processing and workflow products.

●8 major functional product releases of over four years, resulting in 100% increase in maintenance revenue and a turnaround in new account penetration

Sustaining engineering focused on the Document management product produced measurable results within 6 months by institution a 4 pronged approach:

Refocus quality assurance on scalability

Skills development:

Product lifecycle management:

Cycle time reduction

5/91 to 3/96 Imagery Software Inc. (an Eastman Kodak company), Bedford, MA

Senior Business Analyst / Program Manager / Product Architect

As a member of the founding management team, charged with developing business strategies, product concepts, and strategic partnerships. Developed a two-tier channel strategy based on partner marketing strategies, utilizing OEM technology licensing agreements, with major independent software vendors (ISVs) to directly recruit their resellers and distributors

Directly drove architecture, managed development schedules and developed operating budgets for all committed deliverables. Nurtured an object product development and design strategy (C++ code base) producing a product set which scales from single user to a fully distributed model. A Rational Software early adopter.

Products delivered:

●Imagery GroupStore HSM Hierarchical Storage Management system

●Imagery GroupStore DMS Image Document Management system

●Kodak Image Display System Image processing and display software

●Lotus Notes Document Imaging v2.0 image management suite

●Novell Mass Storage Service hierarchical storage management

3/83 to 5/91 Wang Laboratories, Lowell, MA

Director/Business Analyst, OPEN Systems Image Programs

Responsibility for development and product direction for all "open systems" based image systems, an independent business unit within the corporation was employed. Within a short time the following accomplishments were achieved:

●Development of a concise cohesive product strategy across heterogeneous architecture (Mainframe, Unix, NetWare).

●Successful completion of the first goal after nine months resulted in launching "OPEN/image-Windows".

●Organizational design resulting in an overall staff reduction of 40% without sacrificing commitments

Duties and responsibilities:

●Concept definition, project "sell" to top management, project plan, cost projection, team recruitment, facility plan, and capital equipment acquisition.

●Development of third party joint ventures and OEM agreements.

●Responsible for both the initial executive level "sell" and technical execution.

●Directly involved in Major Business Opportunity presentations at the executive level, selling concept as well as qualifying technical feasibility.

●Responsible for development of product direction, support and education strategies, staffing and deliverables.

●Responsible for program management and coordination with marketing, manufacturing, sales, and support organizations. The organization directly supported all home office marketing communications activities, shows, support and education materials development

Prudential Financial: Customer Transaction Processing (1M transactions per day)

Daily volume of over one million customer transactions are received through a "common front door" mandating a high-volume transaction processing customer service application and infinitely scalable long-term archival capacity.

Contact this candidate