Business Systems Analyst with 20+ Years Strategic Expertise

AGNES LAGO

****IRVINE CENTER DR., SUITE ***, IRVINE CA 92618 714-***-**** *********@*****.***

Summary

Principal Consultant with over 20 years of experience in business strategy, operations, and management consulting in the tech industry. Proven track record in guiding executive-level strategic initiatives, designing effective business reviews, and driving operational excellence. Expertise in data analysis, financial planning, and stakeholder engagement supports the delivery of actionable insights and robust process improvements.

Skills

• Analytical Skills: Data Analysis, data-driven decision support, database modeling

• Consulting & Strategy: Management Consulting, Executive Stakeholder Management, Business Strategy, Resource Management • Financial Metrics: ROI, IRR, Cashflow, marketing spend

EDUCATION AND CERTIFICATION

University of Southern California, Marshall School of Business 2000

MBA, Business

•Coursework: Operations/ Information Systems/ Management -- Business Process Re-engineering/KnowledgeValueAdded, Supply Chain Management, ERP/SAP R3, Project Management (PMBOK), Marketing -- Product Planning, Organization Behavior, Entrepre- neurial Concepts, Entrepreneurial Finance, International Finance, Business Law

University of the Philippines 1981

BS, Statistics

•Coursework: economics, Math courses common to Math Majors & Engineering, Probability Theory, Zoology(Heredity), Biology, Chemistry, Physics, Literature, Humanities (Art), Languages (English, Spanish, French), History

TECHNICAL PROFICIENCY

•Office Tools, Sharepoint, MSOffice, Word, Visio, Excel, MSAccess, Powerpoint, WordPerfect, Project tracking tools, Project Work- bench, MS Project, Primavera, Diagramming/Graphics, PowerPoint, AllClear, autoCAD, Photoshop, webcam tools, Case Tools, LBMS, Bachman, Excelerator, System Architect, Program Editors, ISPF/PDF, Panvalet, vi, OS/2 editor, MS Frontpage, Test tools, Mercury/HP WinRunner, Loadrunner, TestDirector/Quality Center, RSW, Change Mg't tools, Merant/Serena PVCS Suite, Trakker, VM-Version Control, VSS (Visual Source Safe), DBMS, Microsoft SQL 6, MS Access, IMS, HP Image 3000 & 1000, DBaseII, Oracle 5-10, Informix, Ingres, DB2, MS SQL Server 6/7, Created ERD and Data Models for: DB2, MS SQL Server & Access, Oracle, Informix, Platforms, Cloud, Web-based Applications, ASP, Websphere/Java Servlets, Java Applets, C++, HTML, XML, Windows

2000-9x-XP, Client-server Unix, U/6000 75P, 80, 620 PTX, TCP/IP, RISC 6000 AIX, EDI interface to AS400, HP3000, HP1000, WANG OIS, Mainframe, CICS, IMS DB-DC, DOS/VSE, MVS/XA, Languages, C, VB, HTML, XML, C/ C#, Java, iFrame, SQL, Cobol, Fortran, Database Modeling, DBA: MS SqlServer, Trained in Oracle, Introduction to Industrial Engineering; BOTS & AI.

EXPERIENCE DETAILS

Streamline Services of CA, Inc.

Jan 2001 - Present

Principal Consultant- Business Solutions (Project/Program mgt, Product Mgt/BSA) Irvine, CA

A boutique Consulting Company focusing on Project/Product Management, BPR,CI and data-driven (Custom) applications/decision

support.

•Project Management – create Charter, SOW, WBS, Project Plan, staffing, Roadmaps, Budget, Scope. Phases: Initiation, Planning,

Execution, Control, Close.

•Analyse/Design process & Data, Create Use Cases, Train. Plan/Execute Tests(all phases - Function test, System & Integration,

Performance stress/load, Business Continuity (Reliability/Failover), User Acceptance). Deploy.

•Requirements Analysis/Business Process Reengineering, CI/CD, QA Checkpoints, business re-alignment.

•Hands-on and Governance

roles.

•Business Process Consulting, manage client relationship, coordinate w/stakeholders, software assessment/Proof of Concept with

vendors and fit evaluation of resources, IT and business re-alignment.

•Analyze client needs, conduct JAD, re-prioritize releases, groomed product backlog.

•Keep up with various methodologies (Taught Analysis & Design training classes at corp.)

•Contribute to change management- communications, and scope control throughout SDLC deliverables (Project Charter, SOW, 3 levels

of Requirements Analysis, QA metrics, UAT, Software Release Mgt).

•Real Estate, IT) by Participating in Product R&D and test marketing, pricing. Product Planning, Branding,

•launch, procurement (bidding or issuing RFPs)

•Look for opportunities to Reduce turnaround process times thru business process streamlining/BPR or CI.

•Provide Leadership to facilitate and influence adoption of methodologies for projects, obtain concurrence among disparate (sometimes competing) groups

•Manage risks, and strategically identify stakeholder's issues and assess relevance of activities and the project continuously.

Peraton (via Inficare)

Nov 2022 - May 2023

Consultant, Governance -EPMO PSO (Project Support Office)

Reporting to the Business Operations Management (BOM) Leader sr. manager, support assigned tasks for Business operations, consult on IT alignment strategy; suggest BPR spot quality checkpoints and Best Practices, and Effect changes in standards and templates in IT

full SDLC and support training of project managers.

•In the Governance role, suggest business process improvements on IT/SDLC, glean customer insights from lessons learned and

gate reviews. in collaboration with Sr PM's, update/create standards manuals, templates and training slides (e.g., methodology, PM

handbook, Risk & Issues log, Project status reporting, Metrics, Testing, WBS-work breakdown structure).

•Tools used: MSProject, HPPortfolio, Service Now, MSOffice suite, Sharepoint, MSTeams

Acosta Sales & Marketing

Oct 2014 - Nov 2022

Store-front Manufacturer Rep

SoCal

Industry vertical for RETAIL - as part of supply chain/ store-front merchandising, worked with store managers, contribute to inventory control (tracked products by SKU - internal and external), support new Mktg Campaign & Product release by ensuring correct Product,

Placement, Pricing (PPP).

LST(Leveraged System Technologies) c2c Streamline

Feb 2015 - Jun 2015

Project/Program Manager

Irvine CA

Created WBS using Agile scrum-hybrid for a startup marketing company. Coached Jr PMs.

•Created Enterprise Data Model to help the analysis team in lieu of a DBA.

•Environment: MS Cloud 360, Sharepoint, MSProject.

Pinnacle-Windstream (c2c Streamline via Keshav Consulting) Apr 2013 - Jun 2013

Sr. Project Manager/Project Lead Irvine, CA

Worked offsite (reporting to out-of- state office and visited clients). Learn the Pinnacle system (telecom software invoice management, usage& equipment management), give suggestions on Process Improvements and Project Artifacts.

•(Environment: Weblogic, Oracle)

•Clients: OSHU(Oregon State Health Univ), Apria, USC.

Carrington Mortgage Nov 2012 - Nov 2012

Sr BSA Sta. Ana, CA

Contributed to significant re-scoping of a new initiative for an LOS; created UAT use cases with input from branch management and IT work team.

Result: Change in work efforts/assumptions from the JAD session, and existing budget and time constraints required recruitment of different skillset for a "tooler" configuring the new LOS tool in less than 1 month left to go live with no developer support or full training from vendor.

(Environment: Encompass360 tool; windows)

Xonovia Technologies (c2c Streamline) Jan 2012 - Jul 2012

Project Manager Hawthorne/Corona, CA

-Create Project Plan for a migration/upgrade for a local city gov't offices.

•-Support Proposal /funding stages.

•-Create release plan, WBS, full project plan, working with the Project Lead/ architect for the technical dependencies and procurement assumptions.

•-Present proposed methodology (Agile-Hybrid) using powerpoint.

•-Hand-off WBS work packages for bidding. (Client was responsible for data center retrofit, involving several buildings recabling, and new server racks/cabinetry/HVAC/power)

PMI.Org-OC Apr 2011 - Oct 2011

PM Volunteer, WBS Transition Team Costa Mesa, CA

Invited as part of the transition team to support Certification Classes (Spring and Fall) and create a WBS to track activities required and gathering supporting details of procedures (and necessary Workflow) for the transition team from fellow PM's to create the overall manual submitted to the director/board for OC chapter.

•Also coordinated the methodology/framework and presented the workflow for discussions and CMM as a method for analyzing/en- hancing the process.

Automotive -Finance/IT(HISNA) c2c Streamline via master contractor Mar 2010 - Jul 2010

BSA QA/UAT Irvine, CA

*Charge-off: Unpaid auto loans - BSA, documented/gathered requirements for Automating Systematic Charge-off, showing existing flows (AS IS) and re-engineered processes (TO BE). Interviewed personnel/Heads of dept

•Credit systems enhancement: Dealer to Lender application Submissions QA (Created test plans, executed verification for Integration, Function Test); BSA- Planned and coordinated UAT.

•IVR (telephony) – QA consultant, executed test scripts and reported gaps on what was executed and areas not verified from design.

•Platform: Java, Oracle forms, XML; Middleware: Biztalk

Bottomline Mortgage/Global Realty Nov 2004 - Feb 2010

Loan Originator and Real Estate salesperson Monrovia, CA

(a FNMA-certified direct lender) Part-time, Industry Vertical none-IT

• Sold Real Estate as a licensed realtor and originated loans.

•Loans: Evaluated Client's financial profile, prequalify for a loan, quote rates: -use pricing engine, covering about 120 types of loans Fixed, Variable, Combo, MTA, FHA and options

•-discussed add-on features to basic loans and positives and negatives of these loan types,

•-discussed hits to points/cost or rates depending on client's credit worthiness and profile

•-obtained 1003, ran credit, submitted to underwriting with pricing and proposed loan program

•-obtained approval from underwriting and VP;

•-Monitored rates & Requested rate lock for clients. Follow-up status of funding and close of escrow.

•Real Estate: Negotiate offer/sale of property and Close Sales, train staff on my group as required, in Marketing and Sales techniques.

•Other research: Worked with City Planning & Building permits/Safety/zoning to research allowed use, and estimate construction project requirements and costs as needed.

•Volunteered at Fair Housing Council to help clients apply for loan modifications and prevent foreclosure. Submitted Financial Statements to banks. Followed-up with banks for status and home owner.

Sientifix (EMR, startup) Jan 2008 - Apr 2008

PM, Professional Services Riverside, CA

*Client-facing, Business Requirements gathering (identify workflow, analysis of client business needs), software deployment

•Pre-&post-sales support - installed app developed in C# and mysql on client sites), worked with the CKO/CEO for Cognitix (document/knowledge management for home-health agencies- Custom Electronic Medical Records).

•Environment: MySQL, C#

Crest Steel Nov 2007 - Dec 2007

Data Center Support Consultant Cypress CA

Procured PC's and Parts, supported network and data center issues; documented network and suggested process enhancements

•Supported users (answered requests, migrated and installed new software)

•Environment: IBM AS400, Microsoft Laptops

Automotive Financial Services c2c Streamline via master contractor Apr 2007 - Oct 2007

QA Lead consultant - Migration/PMO Support Torrance, CA

*Team of 60-80, migrated 12 core applications to new infrastructure across major divisions. QA Lead for Bus. Tech Solution COE (Center of Excellence)group.

•Governance role, supporting PMO to streamline deliverables and continuous improvement:

•Created framework for process verification & consensus for method of approval among business architects.

•Created Master Test Plan, work schedule (WBS), project staff assignment, and coordinate tests. (Allowing Business Analysts and DBAs to execute tests, and pre-test analysis & design phase oversight).

•High Emphasis on coordination, communication, understanding cross-platform/OS/sw risks.

•Worked with a SOX consultant, 4 PM's, 2 technical architects + 2 network specialists, 4 DBA's, project sponsor, QA dept, Security consultant, BA's. Participated in early stages of Business Continuity planning, and Configuration plan for Quality Center migration from Test Director. (Client was responsible for data center retrofit)

•Environment: 2 Websites (on different OS), 12 Transactional Databases and Datawarehouses (cross-platform change and OS, and upgrade to different DB version), legacy systems (AS400 interfaces), back office applications, with migration to a different file systems and management of server farms. Middleware: TIBCO Tools: Hyperion, Microstrategy, Oracle Stellant, MS Project, Quality Center.

Ford Language Institute Nov 2004 - Feb 2005

PM Relaunch Pasadena, CA

*Pilot marketing/strategic business advisory, customer-facing product re-launch. Marketing and compensation structure, product pricing and repositioning.

•Conduct business plan analysis/feasibility studies.

Option 1 Mortgage Jun 2004 - Oct 2004

UAT/BSA Consultant Irvine, CA

*IS Rollout Systems Analyst & QA, create UAT plan for Loss Mitigation's automated project.

•Wrote Use Cases, drilled down to test plans, test steps for manual execution (encompassed 400+ pages of combinations of possible routes leading to possible resolutions: Cash for keys, shortsales, workout plans, legal alerts to notifications, legal actions that can stop auction/foreclosure).

•Worked w/SME (subject matter expert) & legal department users to create Business Scenarios and Test Cases (Methodology: RUP).

•Supported Training and shared materials to build full training manuals.

•Hand-off to SME's after pilot training.

Experian Dec 2003 - May 2004

UAT Consultant Costa Mesa, CA

*Created QA Plan for migration strategy for terabytes of data (for targeted business turnover and new rules on privacy and call lists).

•Coordinated & Planned Function testing, and UAT strategy for Phase 1 & 2:

•facilitate discussion

•consolidate plans from team leads & managers

•Traveled, met, and worked by phone to discuss plans with Rye(NY), Schaumburg(Ill), Texas & CA.

•Executed test plan:

•Test end-to-end. Query database (Oracle 9) and Test hands-on in Unix. Coordinate with offshore team.

•Hand-off for Phase 3. (traveled to Illinois)

Provantedge Technologies (Startup, Loan Origination IT) Jan 2003 - Aug 2003

Manager - QA, PgmMgt - Product Release Lake Forest, CA

*Reported to CIO (Governance role over analysts and dotted line Project managers, Supported PMO).

•Established QA Department, which is also responsible for generating User Guide and Release Notes for customers on different versions of software, in addition to verifying two platforms: Web entry form and Windows LOS and backoffice systems. Application online interfaces verified via Fannie Mae Desktop Underwriting, with tri-merged credit from three bureaus, and title & escrow requests to Fidelity.

•Recommended scheduled releases, standards, and staffing.

•Worked with programming team, underwriter, and Subject Matter experts on ongoing changes due to fixes or new state regulations for Loan Origination.

•Assisted on workload from Call Center to resolve issues and categorize them into severities to send out to development.

•Created specifications as needed and hired an Analyst to report to the PM. (Governance Role).

•Created or reverse-engineered and re-engineered Business Requirements to compensate for lack of specifications to complete tests.

•Platform: MS SQL Server, VB, HTML/XML/Java Applications supported - Client server and Web version

Streamline Services of CA, Inc May 2001 - Dec 2002

Product Manager/Director/Incorporator Irvine, CA

*Product Management - R&D, Business Plan/Feasibility Analysis, Test Market, Deployment/Software implementation, Business Development for Surfbarn (internet Kiosk) HTML-based internet Kiosk, setup wireless network.

•Installed new OS/Dual-partitioned and retested apps. Installed DLLs and Prototyped sign-on page in HTML and integrated with 3rd party vendor.

•RFP's/RFQ's- bid on contracts at OCTA (OC Transit authority) on a telephony project (IVR)- got ranked 2nd for top design but no experience on tools in place.

FirstSource.com(e-commerce Startup) Jan 2001 - Apr 2001

Director of Quality Assurance/PMO Support El Segundo, CA

*Reported to Sr VP of Technology. Reduced resolution fulfillment time of call center production user requests, from 7 to 5 days.

Established procedures for software release/configuration management.

•Mentored QA team members.

•Proposed QA department setup, methods, budget, tools.

•Created and executed test plans. (Governance role - QA & customer call center).

•Platform: Oracle, HTML/XML/Java

Cendant Corp Sep 2000 - Jan 2001

Independent Consultant QA Mission Viejo, CA

*Assisted CENDANT's QA department on the West Coast for test and deployment of the Coldwell Banker brand for real estate web application (had regular coordination meetings with New Jersey and New York).

•Verify C21 and ERA consistency.

•Verified applications and attend go-no-go meetings for release: Franchise, Legal Entity/Assignments. The legal entity tracks individual brokerages and its agents.

•Environment: C++, HTML, MS SQL Server

Sagence Systems (web incubator, startup) Feb 2000 - Aug 2000

Manager of Quality Assurance Newport Beach, CA

*Reported to CEO. Setup QA department and methodology, established standards for case tools and processes, budget and tools.

•Recruited and mentored a team of 5 quality assurance engineers and analysts, and secured DBA support and Network support.

•Significantly improved morale in the QA Department and the company overall.

•Initiated QA consulting with sister companies to bring in additional revenues.

•Planned and executed a full test life cycle.

•Evaluated and purchased tools – Version Control (PVCS), Defect Tracking (Merant's/Serena Trakker); evaluated Mercury/HP test tools, e-test, Seque.

•Architected modification of the tools (Merant's Trakker for Defect Tracking and issues management), modeling the table changes to capture information for better metrics and controls. and changing setup configuration of screens for the tools.

•Prototyped customer contact management system (analyzed and designed processes, created screen prototype, modeled database interface with existing system for an in-house Java application framework).

•Platform: SQL Server, HTML/Java Applet, Websphere/EJB; Java Servlets and SDK tools.

•Test tools: ran Mercury's ASTRA and e-test for web applications, PVCS (version control, defect tracking). Methodology: strived to implement CMM level 2-3.

•Iterative delivery.

PRE-2000 JOB HISTORY- Hilites

Independent QA Consultant

*Cendant Corp (Mission Viejo, CA). (12/98-1/2000): Full SDLC. QA on VB/SQL Server, web server farms.

*Experian (Anaheim Hills, CA)/First American Real Estate (10/98-12/98): Full SDLC. QA method, plan auto/manual test, tools vendor proof of concept & selection (Issued RFQ), screened and recommended hiring an automation QA Lead. Estimation (Crashing) Platform: Legacy & Windows Intranet. Tools: Mercury Suite, Primavera. Governance role.

*Car maker Sales (Torrance, CA) (5/98-10/98): Full SDLC. QA proof of concept for test automation & vendor recommendation, rapid test and deployment for dealer application and built a tracking tool from MSAccess.SPIRAL approach to project analysis and deployment, and Microsoft’s methodology. Trained QA personnel and call center. Demo'd/Pre-trained Regional Sales Managers. Adjusted application settings on individual laptops

*PacifiCare (Cypress, CA) (12/97-5/98): Sales FunnelFull SDLC. Spearheaded the QA process in the company by establishing a methodology, Continuous Improvement, Functional and Performance metrics, and performing automated and manual tests using HP/Mercury Interactive suite.

*DirecTV/launch project (El Segundo, CA) (7/97-12/97): Full SDLC. QA test plans for satellite launch (Asia, 1 country) . Function testing and metrics for weekly status meetings. Software test configured and entered plans into Test Director and handed over to (offshore) counterparts. Environment: UNIX, Informix database; Mercury/HP Test Director. Project PM/QA Lead for Omnikron consulting.

*For Another Project, verified star schema setup of Informix Datawarehouse.

Countrywide Mortgage(BofA) ( Mortgage Bank) 10/1996-6/1997

Database Administrator (DA/DBA) on MSSQL Agourra Hills, CA

*1 of 9 DBA’s, Documented standards for use of case tool (LBMS) for the department (DRM- Data Resource Management).

*Created logical data models and normalized tables to support the VA (Virtual Assistant) loan origination system, presented to Countrywide users with business case scenarios, and analyzed consistency of screens and reports with data structures. Worked with BSA and developers for client screens and reports.

Unisys Corporation (VAR,OEM) 3/1994-10/1996

Worldwide Services Consultant (Analyst, DeputyPM,Test/Deployment Mgr) Santa Ana, CA

Client-facing Employee Roles: Sr. BSAConsultant, Deputy Project Manager, Test Manager, Implementation Manager

*Participated in Project Timeline estimation, Work Breakdown Structure, created Gantt and PERT-CPM charts using MS Project. Attended to Statement of Work, Project Plan, Resource Plan, Estimations, Development and Architecture as required.

*Hands-on and Governance roles.

*Prototyped in VB. Created Data Models. Created Meta-data. Gathered requirements, presenter to users

*Designed/implemented business workflows, Evaluated technical solutions, Identify business development/add-on sales opportunities.

*Created Risk Management software with input from sr. manager. Created Incident (Issues & Defect), and Deferred Project Items Tracking system. (MSAccess)

*Deployed standards and methodologies in on-site client projects

*Deputy PM for Worldvision (none-profit, sole-source project) Application rewrite, Supporting PMO on methodology roll-out and coaching BSA’s (employees and contractors onsite and offshore), created data model integrating order fulfilment and marketing-spend, and oversight to DBA, and vendors.

*Test Manager for sole-source project involving new servers, network, imaging custom application (OC courthouse) (Client was responsible for data center retrofit), and responsible for test methodology, automation, interfacing with vendors on IEF code-generator, and training users on creating test case automation (AZ Childs Project)

Hi-tech Industry Apr 1993-Jun 1993

Project Manager (Offshore-scoping) (San Ramon, CA)

*Served as a project manager and on-site analyst, scoped project, obtained client approval at AVP (A Value-Added Tax company) Salem, Massachusetts

*Mentored offshore analyst at client site to create specifications and gather requirements that will enhance and consistently deploy the application upgrade in several platforms (Unix, AS400, windows).

SHL Systemhouse, Inc.(Integrator) 11/1988-4/1993`

Systems Analyst/Proj Lead, Test Lead, Data Administrator (Cerritos, CA)

Projects: LA Superior Court, LA Building & Permits-Plancheck, LA Port (YTI) EDI system, BP-Arco merger

*Taught systems analysis and design class as member of the Special Interest Group on methodology.

* Lead Analyst for 3 (out of 14) court systems. Direct Reports : 3-5 developers, matrix 40

*Held JAD sessions with 12 LA district court users & heads of those departments for Prototyping screens & reports, presented AS IS/TO BE workflows, for user review, estimated hrs (function point analysis and work breakdown structure).

*DA role: Created an enterprise model of 300 tables resulting in smooth integration of complex court functions (used Excelerator for function and model presentation; LBMS to normalize model to 5th normal form, and denormalize as needed to 3rd normal form). (LA SC)

*Proof of Concept with vendors for project Tool selection, Created standard for use of case tools and mentored staff (Excelerator, Bachman, LBMS) for all sub-projects, and worked with teams for consensus on system specifications content. (LA SC)

*Directed Testing for 14 subgroups of a 50-person project. (LA SC). Tested EDI and supported Port systems (hand-held device for Yard Inventory, scale weigh-in of trucks, audit log). (YTI )

*Analysed Building & Permits-Plancheck automation. (LA City)

*Assisted in writing proposals and assisted in transition teams that involved flying out to satellite offices, tracing the value chain of gas supply lines and kiosk/convenience stores, and interview/survey for skillsets of personnel (M&A Arco, BP Amoco).

Platforms: Client-server (Telon/Cobol DB2; ADABAS; Elipse for GUI development); mainframe test tools; Unix, AS400(EDI), windows; Case tools use for analysis and Design: Bachman and Excelerator, LBMS for data modeling)

Methodology: In-house (SILC), structured (Gaines & Sarson; Chen & Merise)

San Bernardino County, Office of Management Services (ISD), Law & Justice 7/1985-10/1988

Programmer/Analyst, Programmer/Technical Architect San Bernardino, CA

*Full SDLC. Court Systems. Created code and talked to lead architects and users. Cost-benefit analysis to justify changes. IBM Mainframe, IMS/DBDC, ADFII, JCL, job scheduler.

American Microsystems, Inc./Gould (custom semi-conductor chips manufacturer) (offshore plant)3/1984-3/1985

Senior Programmer/Analyst Philippines

*Supported Full SDLC. HR, Payroll, Financial System (Oracle), Work-In-Progress Inventory Control System (HP 3000 Package)

SGV- Accenture Consulting (Asia) 6/1981-3/1984

Technical Staff Philippines

Full SDLC. Analysis & programming, coordination, time estimates.

*Census office(5-yr Data Center Upgrade),

*Ministry of Transportation and Communications – Analyzed & coded a program overlay to manipulate limitations of partition size in an IBM pre-MVS environment (this overrode the mix of compiled program executables loaded during run time). Statistical forecasting model by Arthur Doolitle, I programmed in Fortran, running in limited partition size. Had 1 support analyst/developer.

*Bank of America - Analyzed & coded VISA card reports in IBM DOS/VSE, Cobol

*USAID – Analyzed & coded decision support screens and reports, for tracking grant$ for local water projects Wang OIS Basic

*SmithKline and Beecham (drug manufacturer, overseas) - Analyzed & modified code for an inventory control, with integration to shop floor control and sales forecasting systems – IBM package modification (I added internal SKU to the database table to enable integrated forecasting).

CERTIFICATION

•PMP:(PMI.org) 3/17/2009-3/16/2027

•Scrum Master Certified:1/16/2017 - not renewed (Can update if required), took SAFe intro w/ kanban and other Agile courses (implementations) - can renew if needed

•CSMP Pro-Supply Chain Fundamentals, Demand Planning, Manufacturing & Service Ops, Warehousing, Inventory Control:-

2016-2017 by Council of Supply Chain Management Professionals (Certification class courses at Long Beach City College)

•In-Progress Training: AI/Bots (intro class), Power BI bootcamp, SQL Server BI/DW (Business Intelligence/Datawarehouse), Tableau - training with new cloud implementations. (Tracking tools: JIRA/Confluence Fundamentals In progress)

Industry Experience Summary

Knowledge/Record Mgt, Transition, Mortgage/Real Estate, Sales & Marketing Experience (IT)

●EPMO/PSO (Project Support Office) /BOM (IT Business Operations Mgt)- Inficare (Peraton), 2022-2023

●Patient records management (EMR homehealth system, patient acquisition/eligibility/monitoring), Sientifix pre- & post-sales -business solutions (analysis ) & installation support 2008

●Ford Language (speech software) Product relaunch, marketing setup and commission structure 2004-2005

●Streamline Services of CA, Inc (startup company) SurfBarn IT Product Branding, R&D, prototyping & Installation, Launch; Management & IT consulting.2001

●Automated Sales & Marketing system (IT- health insurance), Pacificare/United Health lead QA consultant 1997 to 1998

●BP/Arco merger transition team analyst, Systemhouse 1992

●IT Data conversion/migration (project with ETL-data cleanup/re-model):

oExperian – AOL(America Online) Marketing database (datamart) program update and merge/alignment of 4 major sources (IT, QA UAT for no-call list) 2004

oUnisys- Marketing Campaign to Sales Order fulfillment, World Vision Project (IT, Deputy PM –vendor interface, DB re-model/re-map, PMO support – methodology rollout) 1996

oDealer contacts data conversion as part of IVR project, 2010

oOther Legacy System system re-write with data re-model/re-map (Systemhouse - Superior Court/LA, LA building permits; Unisys - OC family law; San Bernardino – Juvenile Justice System) 1985-1996 Tech Architect/Lead Analyst

oDirecTV – star schema setup verification

●Real Estate (Corporate IT) –Countrywide/BofA- DBA, 1996; Cendant Corp, Franchising ( real estate brokerage software, full SDLC. QAFranchise agreement, Legal Entity/Assignments/commissions tracking brokerages; system performanc), 1998-1/2000, 9/2000-1/2001; Provantedge ( LoanOrigSys) – (PMO Support/QA/Release Mgt) 2003; Option1 Mortgage- BSA/QA (UAT) 2004; Carrington Mortgage (Sr BSA) 2012; LA Building & Permits-Plancheck thru SHL Systemhouse) 1992

●Real Estate Industry vertical (Retail Sales & wholesale Loan Origination part-time None-IT 1992-2010, Sales 1992- concurrent),

Supply Chain

●Retail Industry vertical (Acosta) (Sales & Marketing store-front PPP- product merchandising, tracking (SKU), pricing & launches part-time None-IT 2014-2022)

●Procurement (and Data center support) – Crest Steel, 2007 & other consulting RFP/RFQ response or creation *

●E-Commerce (Firstsource.com) – online shopping carts & BI, QA Director 2001; (Sagence (web incubator)2000, Provantedge 2003) QA Manager; (Leverage Systems Technologies, 2015)PM

●Distribution - LA

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