Business Analyst Senior

Harvey M Schroeder, MSCS

Chandler AZ 623-***-**** ******.*.*********@*****.*** www.linkedin.com/in/harveymschroeder/ Profile

Detail-oriented Senior IT Business Analyst with over fifteen years of experience in the full Systems Development Life Cycle (SDLC). Proven expertise in requirements elicitation, documentation, testing and system migrations. Experienced in both Agile/Scrum and waterfall methodologies. Quickly learn new applications and technologies. Experience

SENIOR BUSINESS ANALYST

Arizona Department of Revenue – Remote (contract) April 2024 – September 2024 Key contributor to a major tax software overhaul project, driving improvements that enhanced operational efficiency and supported the agency's modernization efforts to better serve both the State and taxpayers.

· Elicited and documented requirements updates to forms for multiple tax types.

· Created mockups and collaborated with subject matter experts to update tax-related correspondence

· Partnered with the project manager to develop a project plan that ensured deliverables were met and aligned with the overall project timeline.

SALESFORCE BUSINESS ANALYST

Infosys – Remote (FTE) March 2022 – November 2023 Successfully led migration projects in the healthcare insurance and cybersecurity industries, facilitating seamless transitions to Salesforce platforms resulting in significant cost savings and operational efficiencies.

· Conducted thorough client interviews and analysis to identify requirements for migrating legacy privacy systems to Salesforce Service Cloud in the healthcare insurance industry.

· Played a key role in merging two cybersecurity organizations using Salesforce Sales Cloud by collaborating with onshore/offshore teams in analysis, design and creation of comprehensive user stories, ensuring a clear understanding of project objectives.

· Achieved multiple Salesforce certifications through dedicated training and study, strengthening expertise in Salesforce ecosystem.

SENIOR BUSINESS ANALYST

Cognizant at 3M - Remote (contract) May 2021 – February 2022 Effectively managed user stories and facilitated Agile ceremonies, ensuring the successful migration of client field service/CRM system to ServiceMax on the Salesforce platform.

· Managed and prioritized user stories in Jira, ensuring alignment with project timelines and objectives.

· Facilitated Agile Scrum standups and ceremonies, fostering collaboration and transparency within the project team. SENIOR BUSINESS ANALYST

Wells Fargo Bank - Chandler, AZ (contract) March 2020 – March 2021 Led requirements-gathering initiatives and contributed to the development of automated tools and system upgrades, enhancing operational efficiency and customer experience.

· As project lead, collaborated with subject matter experts to develop and document over 300 requirements for large-scale commercial auto loan system upgrade, expecting $540k/year cost savings, reduced risk, and operational efficiencies.

· Elicited requirements for automated auto loan recalculation tool, resulting in fewer errors and improved customer satisfaction.

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· Researched gap analysis, user interface, data mapping, and existing procedures to enable migration to Salesforce Lightning CRM platform, enabling an enhanced and intuitive user experience.

· Assisted with test case creation and validation for Robotics Process Automation (RPA) projects to increase efficiency and reduce error in Auto loan processing.

SENIOR BUSINESS ANALYST

Aetna - Phoenix, AZ (contract) October 2019 – December 2019 Led requirements-gathering sessions and Agile feature development for a Medicaid payment optimization project, facilitating efficient project execution and stakeholder alignment.

· Developed Agile features and user stories in Rally, ensuring clear and actionable requirements for project implementation.

· Documented system flows using Visio, collaborating with developers and QA to ensure accurate representation of system processes in order to eliminate pain points in the system. BUSINESS ANALYST

General Dynamics Mission Systems - Scottsdale, AZ (contract) September 2018 – October 2019 Served as a pivotal liaison between business stakeholders and technical teams, driving process improvements and ensuring successful migration to Windows 10/Office 2016.

· Managed communication and issue resolution between business, project management, and technical teams, ensuring project milestones were met.

· Collaborated with colleagues to streamline workflows, documenting current and future state processes to enhance efficiency and effectiveness.

· Created user and process documentation, facilitating smooth transitions and user adoption of new systems. BUSINESS ANALYST

Arizona Strategic Enterprise Technology - Phoenix, AZ (contract) November 2017 – May 2018 Led a high-profile system integration initiative to migrate all Arizona State government agencies to a unified cloud-based G Suite platform, saving $17 million over three years and increasing operating efficiencies.

· Spearheaded outreach efforts to 30 State agencies, gathering data requirements and facilitating a seamless migration process for over 6,700 accounts.

· Successfully met tight deadlines despite project interruptions, ensuring project progress and stakeholder satisfaction.

· Collaborated with the Security Team to develop and implement processes for vetting approved Google and Chrome extensions, enhancing enterprise security.

BUSINESS ANALYST

UnitedHealth Group – Remote (FTE) April 2016 – October 2017 Led the documentation and development of a tool to improve Coordination of Benefits measures, enabling proactive decision-making and achieving cost-saving goals.

· Elicited and documented business requirements, visual design, and detailed metrics for the Coordination of Benefits tool, ensuring alignment with business objectives.

· Conducted Agile daily standup meetings, ensuring project progress and addressing any impediments promptly. SENIOR SYSTEMS ANALYST

UnitedHealth Group – Phoenix, AZ (FTE) October 2013 – April 2016 Achieved and surpassed business goals for Medicaid encounter submissions, demonstrating expertise in transaction processing and error resolution.

· Utilizing SQL for error analysis, achieved 98-99% acceptance rates of Medicaid encounter submissions, resulting in over $1 million in recovered revenue.

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· Served as a Subject Matter Expert for HIPAA (EDI) transaction processing (837, 999, 277, and 835 transactions), ensuring compliance and accuracy in Medicaid claims processing.

· Successfully completed Business Requirements Documents (BRD) and User Acceptance Testing (UAT) for several maintenance projects, ensuring system integrity and functionality. BUSINESS ANALYST

Occidental Insurance – Scottsdale, AZ (contract) November 2012 – October 2013 Managed development activities for web-based auto insurance state portals and elicited requirements for system enhancements, optimizing system performance and user experience.

· Project-managed development activities for new web-based auto insurance state portals, ensuring timely delivery and adherence to project milestones.

· Elicited and documented business requirements for enhancements to current systems, improving functionality and usability.

· Conducted Agile daily status meetings, ensuring project progress and addressing any issues promptly.

· Managed project deliverables by collaborating with remote and offshore resources, ensuring project alignment with business objectives.

BUSINESS ANALYST

Dell Services at Dignity Health – Phoenix, AZ (contract) May 2012 – October 2012 Validated migration and integration of hospital information systems, ensuring seamless transitions and minimal disruptions to operations.

· Analyzed and validated migration and integration of hospital information systems using HL7 messaging standard, ensuring data integrity and security.

· Facilitated requirement document reviews with internal stakeholders and external vendors, ensuring alignment with project objectives.

· Conducted integration testing and reviewed developer design documents, ensuring system functionality and reliability. BUSINESS ANALYST

Arizona Department of Education – Phoenix, AZ (contract) July 2011 – December 2011 Led the development and deployment of a web-based teacher assessment tool, streamlining assessment processes and improving data reporting capabilities.

· Elicited and documented requirements, user stories, and use cases for the web-based teacher assessment tool, ensuring alignment with stakeholder needs.

· Acted as Scrum Master for a team of developers, planning and tracking Sprint progress to meet project deadlines.

· Conducted business process modeling to document AS-IS and TO-BE processes, facilitating a smooth transition to the new system.

· Designed and executed User Acceptance Testing (UAT) scenarios, ensuring system functionality and user satisfaction. BUSINESS ANALYST

CIGNA Voluntary – Phoenix, AZ (contract) July 2010 – July 2011 Played a key role in the successful implementation of HIPAA 5010 EDI conversion, ensuring compliance with regulatory standards and seamless data exchange.

· Prepared scope and impact analysis for HIPAA 5010 EDI conversion, documenting business requirements and functional specifications.

· Conducted QA activities, including regression testing and SQL query validation, ensuring data accuracy and system reliability.

BUSINESS ANALYST

Health Net – Shelton, CT (contract) July 2009 – December 2009 Harvey Schroeder page 4

Significantly improved policy processing efficiency and accuracy through process optimization and automation initiatives.

· Reduced backlog of policies needing processing by 80% in four months through process optimization and automation efforts.

· Developed a Word macro to increase productivity by 75% in policy mockup creation, streamlining document generation processes.

· Collaborated with legal department and configuration analysts to ensure policy accuracy and compliance with regulatory standards.

BUSINESS ANALYST

UnitedHealth Group – Rocky Hill, CT (FTE) August 2006 – February 2009 Led the development of a comprehensive healthcare analytic reporting product.

· Led cross-functional teams in JAD sessions to design an interactive healthcare analytic reporting product, ensuring alignment with stakeholder needs and objectives.

· Collaborated with the Usability Team to refine wireframes and mockups, resulting in a user-friendly and intuitive prototype.

· Gathered customer input and developed BRD, Technical Specifications, and user online help, facilitating clear communication and understanding of project requirements.

· Developed over 1000 metrics for a new Business Intelligence (BI) reporting package, preventing costly rework later and generating $540,000 in annual revenue from the contract. Education and Certifications

● Salesforce Certified Associate. 11/2023

● Salesforce Certified AI Associate. 10/2023

● Infosys Certified Product Owner. 8/2022

● Salesforce Certified Business Analyst. 7/2022

● Salesforce Certified Administrator. 6/2022

● Master of Science, Computer Science, AI/ML focus, Rensselaer Polytechnic Institute

● Bachelor of Science, cum laude, Computer Science, Central Connecticut State University Professional Affiliations

● International Institute of Business Analysis, Phoenix Chapter, President

● Toastmasters International, Member, Past Club President Technical Skills

Salesforce, Microsoft Word, Excel, PowerPoint, Visio, Outlook, Adobe Acrobat, Microsoft Teams, SharePoint, G Suite, Microsoft Access, SQL Server, Facets, HTML/XML, Oracle SQL, TOAD, Jira, HP Quality Center, Team Foundation Server

(TFS), Balsamiq, Remedy, Office 365, Rally, Azure DevOps

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