Project Management Business Analyst

Carl Herzog, CSM

Philadelphia 215-***-**** ****.******@**********.***

Summary of Experience and Qualifications

Data Project Manager that successfully matured data management programs within 2 of Fortune Top 10 by eliminated data silos. Strong facilitator that motivates stakeholders to visualize the benefits of reaching organizational goals with better data. Extensive experience managing change using standard Software Development Lifecycle (SDLC) including Scalable Agile Framework (SAFe). Experience

Prophet CDE, LLC March 2024—Present

Owner • Philadelphia Area

Supporting clients to implement solutions that unlocks the value of Critical Data Elements (CDEs). Evangelizing the process of establishing Data Ownership while applying controls that protects informational assets in accordance with policies.

• Supporting commercial and federal clients to establish project governance by leading teams and coordinating project staff.

• Introducing Operating Models that aligns plan execution with organizational goals through leadership prioritization.

• Eliciting business requirements for implementing Machine Learning and Artificial Intelligence solutions that catalog information.

• Proficiently managing project plans and using workflow solutions including JIRA, MS Project, ServiceNow and others. Deloitte Consulting May 2022—September 2023

Manager, Data Governance • Philadelphia, PA

Supported high-profile clients initiate and/or enhance their technical capabilities with improved governance. Generated proposals and Statements of Work (SOWs) for prospects in highly regulated sectors including Finance, Life Science & Healthcare (LSHC), Technology Media Telecom (TMT), and Power, Utility and Renewables.

• Developed, enhanced and took ownership of program delivery from end-to-end while working collaboratively with leaders.

• First Point of Contact with existing clients implementing Data Management solutions including Collibra, Data.World, IBM InfoSphere, Informatica Cloud Data Governance (Axon, EDC, MDM, IDQ), ProofPoint, Splunk, Trillium, Varonis and more.

• Presented information/data strategy roadmap and plans to all stakeholders including executive sponsors.

• Coached peers (analysts and consultants) on best-practices for project management including elicitation of technical requirements and the importance of developing formal communication plans. Magellan Health October 2020—May 2022

Data Governance Manager and Record Management Officer • St. Louis, MO (remote) Responsible for risk remediation following a massive ransomware attack. Accountable for Record Retention and Information Governance policy adherence for Magellan Health. Implemented an Information Governance Program that met regulator requirements leading to the acquisition by Centene and the divestitures of Magellan Federal and Magellan Rx.

• Supported Legal Department to ensure legal holds were not impacted by requests to remove data based on contractual requirements. Managed administrator for eDiscovery solutions and supported Professional Services team to implement Varonis.

• Created Information Governance Program with 3rd Party resources. Established a charter for an executive-level Steering Committee to be responsible for top-down communications. Established Formal Roles and formed an End-to End (E2E) Process Flow for the definition, identification and classification of data including legal hold preservation and disposal activities.

• Established organizational metrics to measure impacts that reduced risk, increased adhere to policies, increased information ownership. Reported outcomes with Legal, Chief Compliance Officer, Chief Operations Officer and General Council, to coordinate 30+ representatives from across the organization to execute remediation activities. Managed physical information deprecation efforts and reported on the timeliness and asset types being discarded. Page 1

Cencora October 2018—September 2020

Data Governance Manager • Conshohocken, PA

First AmerisourceBergen (Cencora) employee accountable for implementation of the Enterprise Data Management Program in partnership with Enterprise Architects and Information Security teams. Successfully established Data Stewardship practice with Data Analysts, Data Scientists and Subject Matter Experts to improve data quality.

• Co-designed best-in-class governance model with top 3 consulting firm. Implemented and established core leadership, role definitions, and codification of processes with workflow. Communicated program benefits transparently across organization.

• Liaison between business and IT for governance applications providing data accountability, source to target management, sensitive data identification using AI, management of security classifications, and access provisioning with rights management.

• Managed UAT for implementing Metadata Management, Data Quality and Reporting tools. GlaxoSmithKline (Consulting Engagement) April 2018-August 2018 Information Security • Collegeville, PA

Consultant managing global adherence to policies for securing confidential and critically sensitive information. UnitedHealthcare June 2013—April 2018

Data Governance Manager, Education • Horsham, PA

Responsible for the isolated management of AARP data for enterprise analysis.

• Managed multiple work streams that defined data while coordinating Enterprise Architecture, Data Analysts, Marketing and Operations to use enterprise metadata services. Used DMAIC Six Sigma approach to improve data management processes.

• Managed requirements gathering for data integration projects including data definitions and metadata management.

• Developed learning content including SOPs, and FAQs to support modifications to data policies for managing sensitive data. Independent Consultant Various Engagements November 2007 - April 2013 Project Manager and Business Analyst • Philadelphia, PA As a former Sales and Marketing Professional proficient in sales analytics and CRMs, transitioned from super-user to system trainer, business analyst, and project manager on >$100 MM per year programs. Former clients Include:

• Ally: Designed risk remediation survey and strategy in response of a Federal Reserve Consent Order.

• Avantor: Supported Sales Operations to develop test plans and created learning for their first-ever CRM.

• Boehringer Ingelheim: Implemented digital asset management solution for review and approval of marketing content.

• Merck: Program manager for the IT portfolio of global sales training systems including learning content management.

• GlaxoSmithKline: Designed the first SLA tracker for global service provider performance monitoring. Education

B.S. Marketing • West Chester University • Pennsylvania • December 1998 Certifications and Training

DCAM from Enterprise Data Council 2024 • Data Governance Specialist from Informatica 2020 • SAFe for Product Owners at AmerisourceBergen 2019 • Certified Scrum Master from Scrum Alliance 2017 • Introduction to SQL from Dataversity 2015 • Six Sigma Green Belt at UnitedHeathGroup 2014 • ITIL V3 at Merck 2009. Proficiency in JIRA, MS Project, Mural and Confluence Data Standards, Regulations Experience and Skills

Data privacy standards and policies for managing sensitive data including but not limited to CCPA, GDPR, HIPAA, PCI, PHI, PII, and UII. Business System Analysis, Facilitation, Requirements Gathering, Program and Project Management, End-User Training, Sales Territory Analysis, Business Process Modeling, and 6 years Pharmaceutical Sales. CISA Certification to be obtained in 2025. Speaking Engagements

International Institute of Business Analysis (IIBA) Philadelphia Chapter • The BA Role in Data Governance • January 2022 West Chester University Health Information Management Masters Program • Introduction Data Governance • November 2023 Page 2

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