Nassau, NY *****

650-***-****

https://www.linkedin.com/in/loripetersen11/

adz979@r.postjobfree.com

LORI PETERSEN

EXECUTIVE SUMMARY

● 20+ years of healthcare technology start-up and innovation product experience.

● Deep knowledge of healthcare data, interoperability, and of analytics to drive value.

● A passion to tackle a broken healthcare system and serve the underserved.

● Consulting experience to leverage technology to address tough business problems.

● Tactical toolkit that covers all aspects of data product and program management.

● Unstoppable work ethic to make the right things to do, the easy things to do. PROFESSIONAL ACCOMPLISHMENTS

● Stood up data governance programs for 3 healthcare companies across product, process, and people.

● Advised 2 other organizations on improvements to their existing data programs including automation and policy creation.

● Consultant on health information technology for New York State Medicaid Reform program with a 93% goals achievement.

● Led the requirements efforts for 3 data warehouse and analytics platforms including development of a data inventory, state models, data flow diagrams, and quality assurance program.

● Proven strategic business operations manager with average 37% costs reduction and 23% productivity increase.

● Achieved a 90% on-time on-budget project deployment track record as a Project Manager.

● Cultivated a business analytics product line and data warehouse overhaul during an enterprise technology transformation.

● Designed 3 healthcare FHIR data models to support primary health care, HCBS, and member engagement business lines.

● Qualified 12 models to correlate health outcomes to social needs interventions for use in value-based payment models. PROFESSIONAL EXPERIENCE

Senior Director, Primary Health Business Operations 11/2022-present Huddle Health Medicine, PLLC Strategic Operations Team

• Promoted to oversee the business operations of two local primary health practices post corporate divestiture.

• Application Strategy: Drove the company’s EHR system and data migration within 6 weeks. Rolled out a new HRIS solution.

• Strategic Planning:: Initiated a business and technology optimization program to save ~40% in operations annual spend.

• Vendor Management: Renegotiated over 35 contracts related to the company's business divestment.

• FInancial Management: Conducted analysis to establish an annual budget, accounts payable, and revenue forecasting.

• Operations: Stood up a business plan including policies, SOP's, staffing, schedules, training, and payroll management.

• Team leadership: Development of valuation, employee training, strategy, and technology for continuous improvement.. Director, Programs & Data 12/2021 - 11/2022

Circulo Health Data & Analytics Team

• Healthcare Industry SME: Provided education and analysis on healthcare regulations (HIPAA, HITECH), data governance, CMS programs, and ONC Cures Act impact to the product team. Contributing author for the ACO REACH application.

• Data Program: Independently developed a FHIR based data model and interoperability to support the company’s Health and Community Based Services (HCBS) and Primary Health business lines with over 24 resources and 32 custom value sets.

• Business Analysis: Structured the health solutions business strategy and coordinated leadership resources across operations, finance, engineering, infrastructure, and providers to support the primary health model program implementation. Senior Director, Business & Data Analytics 07/2020 – 11/2021 Ontrak Inc. Data Foundations Team

• Promoted to cultivate a business analytics program based on data-driven strategic recommendations.

• Managed data product roadmap and governance plan for the overhaul of the company's CRM solution.

• Reverse engineered custom software platform to define user stories and business rules for data ingestion and transformation.

• Maximized agile methodologies with lean framework to develop a business analytics center of excellence framework.

• Optimized the legacy data warehouse to achieve 99% uptime and 50% process improvement over previous year.

• Independently produced over 150 artifacts including data dictionary, data lineage, SOP’s and product requirements.

• Established user stories across product lines and managed data JIRA board.

• Demonstrated cross-functional leadership to achieve 33% process improvement in IT and data operations.

• Achieved professional advancement in both title and job duties based on impactful performance to meet KPIs. Senior Business Analyst; Product Manager 03/2018 – 07/2020 Alliance for Better Health Data & Technology Team

• Led the product roadmap and business requirements for a social care data warehouse with a 50% quality improvement.

• Advanced the FHIR interoperable collection of social needs data as an active participant in regional and national forums.

• Informed a strategic business architecture for organizational transition from Medicaid DSRIP Performing Provider System to Independent Practice Association (IPA) and the regional Behavioral Health Care Coordination (BHCC).

• Achieved a 75% connectivity rate of network partners to the Health Information Exchange (HIE).

• Optimized over 50 community organizations' data workflows and consulted on business process improvement to support value-based arrangements, achieve health care quality measures (i.e. HEDIS) and inform sustainable programs.

• Fostered partnerships with public and private entities to expand the health and communication information network. Principal Consultant, Sr. Business Analyst 07/2014 – 03/2018 NYSTEC Population Health Strategy Team

• Development of project proposals including scope, task, resource plan, budget, and timelines.

• Convened State program leaders on their application strategy and data requirements to support New York State’s Medicaid Move to Managed Care including DOH, NYSOFA, OMH, and OPWDD. Applied business analysis models to drive collaboration.

• Orchestrated current and future state analysis in cross-functional stakeholder groups using hypothetical scenarios, user stories, impact ability, feasibility, state and fit-gap analysis for an average 25% process improvements with technology.

• Collaborated on a product requirements elicitation methodology and content management governance process. Director of Information Services 06/2011 - 07/2014 Albany Medical Center Academic, Web Services & DBA Teams Product Specialist/ Business Analyst 09/07 – 06/10 Dana-Farber Cancer Institute Clinical Trials Technology Team Product Engineer/ Implementation Business Analyst 12/06 – 08/07 InfoEd International Clinical Trials Solutions Team EDUCATION/PROFESSIONAL DEVELOPMENT

MBA, Middlebury College, Monterey Institute of International Studies, Monterey CA 1996 B.S., Sage College, Albany, NY - Public Administration 1991 Certified Yoga Instructor, RYT 500, Yoga Alliance, San Francisco, CA 2020 Trained Postpartum Doula, Childbirth Educator, and Pre/ Post Natal Yoga Teacher Recertification in Process Manager Development Program Certificate, Albany Medical Center/College, Albany, NY 2012 Certification in Business Analysis, Boston University, Boston, MA 2009 TOOLKIT

Atlassian (Jira, Confluence); Project Management Software (Asana, Monday, Wryke); Data Governance Tools (flow diagrams, lineage, inventory, MDM); Electronic Health Record (EHR); FHIR; Google and Microsoft 365; Lucid Charts, Miro, Visio

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