Financial, E-Commerce, HER, EMR, Medical, Publishing
Accomplished, multifaceted certified business analyst and technical writer. Experienced in successfully converting complex requirements into actionable project plans. Expertly helping clients solve problems. Proven expertise in software documentation, publication product development, project management and process improvement, as well as implementing/overseeing major software upgrades and successfully translating customer requirements into technical specifications. Capable project leader, assuming complete ownership of all projects and proactively motivating teams to successful completion on time and budget. Experienced working with a variety of business users and communicating requirements to off-site and offshore teams. Highly skilled in generating critical documentation and architecture documents and diagrams. Excellent interviewing and facilitating skills.
Portfolio at http://lidialopinto.blogspot.com
Willing to relocate.
Areas Of Expertise:
Client facing post sales support
Eliciting requirements and business rules
Functional requirements documents
Business process diagramming
Technical documentation, writing
SDLCs (Agile, Scrum, Others)
Financial concepts, Sharepoint usage
Advanced mathematics, engineering, calculus, modeling
E-commerce, publishing, book clubs
Advanced economics concepts
Software development, programming
Strategic software design
Competitive features analysis,
Focus groups, client surveys
Software support and security
Fluent in English and Spanish
Experience with offshore IT teams
Personalized website features design for publishing (E.g Direct Brands' e-commerce site)
Electronic Medical Records and billing software and electronic home health software systems.
HIPPA trained, Medicaid
Test planning and implementation
Education & Training:
Master business Analyst, Villanova University 2010
Project Management Certification, Villanova University, 2011
HIPPA requirements training with respect to software design
Commodities and energy trading, financial concepts, trading business requirements at OpenLink training school related to Endur, Findur documentation, Sharepoint configuration,
Train the Trainer - Basics of Classroom Training, System Design and C Programming, Lotus Notes Applications Development, Networking Specialist.
M.S., Engineering, Manhattan College, Bronx, New York. (3.5 GPA)
B.S., Engineering, Manhattan College, Bronx, New York. (3.5 GPA)
Expert FileMaker developer. Relational database concepts.
Front Page, HTML, XML
MS Office, Open Office, Docs from Google, RTF, HTML, FileMaker
All Windows Products, UNIX
FileMaker, Oracle, Sybase, MS Access. SQL,
Familiar with :
Certified Business Analyst (Master's) (2010) with Agile, Scrum. Six Sigma.
Experienced with CDI, ISO, and other standards.
CAE Consultants Inc. 1/1995-Current
Business analyst and technical documentation consultant
Delivered business analysis, database development and technical writing services to major clients. Developing strong business relationships by focusing on solutions to clients requirements, working closely with business and leveraging my extensive knowledge of development to bridge the communication gap by leading meeting and introducing easy to read documentation, prioritizing and managing work-loads and implementing standards and traceability into the projects.
Consulting Project Highlights
Returned to this client to develop SDLC documentation and additional business requirements documents.
Delivered requirements documents for data warehousing and reporting within HIPPA compliant healthcare applications. (Certified in HIPPA)
ACE Medical Software 6/2010 – 2/2011
Account development, and demonstrations of EMR software for small medical practices.
Delivered business requirements and architecture documentation for AIS (Accounting Information System) data warehouse solution involving Cognos reporting from Oracle database system with staging, and MDM.
Municipalnets Software 4/2008-11/2010
Designed software for municipal clients using the FileMaker relational database system. Elicited requirements, managed accounts, and sales, and delivered networked products. Applications included preventative maintenance, public works, e-commerce and graphics.
Bertelsmann/Direct Brands 3/2007-3/2008
Elicited business requirements, wrote technical documents and implemented search engine to index over 1 million internal documents. Created work flow diagrams, and wrote critical compliance documentation including SDLC’s, PCI documents, etc.
Reverse engineered marketing database to generate the functional requirements documentation and user manuals.
Sikorsky Helicopters 5/2007-10/2007
Analyzed products data to map into new system, then created process diagrams using Visio as well as business requirements documentation. Led meetings to gather all functional requirements. Worked on specifying via documentation the E-commerce GUI design for selling parts and maintenance. The client got the contract and I provided additional services.
Municipalnets Software 8/2005-5-2007
Developed FileMaker solutions, set up test scripts, corrected new coding discrepancies and set up a new SAAS pricing structure, which allowed the business to retain clients on the server and continuously update their software on line. This resulted in a 50% increase in revenues making the program competitive with major players.
NYC Department of Probation 3/2005-7/2005
Implemented a standard format for business requirements documentation that allowed traceability with Rational Rose. Improved interviewing techniques and language of BRDs. This allowed the business side to understand the requirements before passing these to the developers.
Bank of America 3/2004-12/2004
Reviewed requirements documents and existing Java code to extract functionality. Wrote required documents and prepared a functionality overview of a Java framework. Presented the contents in Sharepoint. (Underwent Sharepoint and Six Sigma Training).
OpenLink 07/2001 – 07/2002
Created several step by step coding examples, and showed users that this toolkit required only the most basic C coding functionality, which was shown in all examples and even non coders could learn how to use this. The training guide was implemented.
Other projects prior to 2002:
Seabury Capital, LLC (Insurance): Functional specifications of risk management software..
JP Morgan Chase Manhattan (Financial):Marketing materials promoting the Chase Intranet site.
iWon.com (Web Portal): Intranet website run books, SDLC implementation.
Market Axess (Financial): Bonds investor and dealer operating manuals .
iClick.com (Health Insurance Industry Application): Installation and configuration manual.
Sun Microsystems (Web Portal): Architecture design of a major Website (iWon.com).
Sempra Energy Trading (Energy Trading):Training programs for options trading system.
Deloitte & Touché (Financial): Internal help desk procedures and support manual.
ClientSoft Inc. (Software Developer): QA testing programs and created sample code.
Ernst & Young: HR Performance Management System training for 5000 employees.
Project Management, SDLC, BRD
IL - scrum, teams, requirements, agile, uml, warranty,...
Raritan, NJ - sharepoint, tfs, requirement, ssrs, foundation,...
Program Manager w/ PMP, MBA and scrum experience
Redmond, WA - scrum, program manager, scope, sprint, pmo, portal,...
Project Manager / Scrum Master
Marion, MA - scrum, agile, informatica, consultant, salesforce,...
Software QA Analyst/Scrum Master
Hanover Park, IL - scrum, qa, ios, test, manual, software,...
NJ - scrum, sprint, visio, hibernate, user, soa,...
Project Coordinator Release Manager Scrum Master
Chicago, IL - scrum, stanley, morgan, jira, sdlc, lean, tcs, jcl,...