Brad M. Email & Phone Number

Charlotte, Nc, Us

Process Architect Bank of America GT&O Charlotte, NC• Support Operational Excellence initiative• Participate in design, development and implementation of architectural deliverables, to include components of the assessment and optimization of system design and review of user requirements• Contribute to the determination of technical and operational feasibility of solutions• Work with database, operations, technical support and other IT areas as appropriate throughout development and implementation processes• Serve as a fully seasoned/proficient technical resource; provide tech knowledge and capabilities as team member and individual contributor• Influence and direct activities of a team related to special initiatives or operations, as well as mentor junior Architects• Support Enterprise process modeling standards and quality assurance processes• Oversee business process modeling across domain, product, segment & channel silos• Analyze dependencies between new business processes and already customized business processes• Act as consultant to our Business and technology partners regarding process documentation and improvement• Understands and drives asset reuse• Provide scoping services for enterprise initiatives using the Enterprise Taxonomy• Support Taxonomy to drive adoption across the firm• Act as consultant to our Business and technology partners regarding the Enterprise Taxonomy• Align incoming modeling requests to the reference architectures• Analyze and facilitate taxonomy alignment to technology and business assets• Identify and provide process taxonomy expertise to normalize the process levels in the taxonomy

Duties included:-Recruiting attendees/riders for motorcycle track days-Performing technical inspections on vehicles and riders for track worthiness-Providing support for the organization throughout the day-Performing as a Coach, helping others develop their skills at race speed-Performing as a Control Rider to ensure that attendees are following the rules and to manage traffic on track-Frequently found helping a rider with whatever they need to ensure that they have a superb day

Duties included:-Recruiting attendees/riders for motorcycle track days-Performing technical inspections on vehicles and riders for track worthiness-Providing support for the organization throughout the day-Performing as a Coach, helping others develop their skills at race speed-Performing as a Control Rider to ensure that attendees are following the rules and to manage traffic on track-Frequently found helping a rider with whatever they need to ensure that they have a superb day

Salisbury, Nc, Us

• Responsible for business process architecture as it relates to technology and business processes within the organization• Influence business processes across various business functions while interacting with a wide array of leadership. • Define and manage standards, guidelines, methods and tools necessary to define and manage a business process effectively and treat the knowledge created as a valued, company asset.• Responsible for process architecture, modeling, analysis and improvement across multiple lines of business• Influence the delivery and change management of systems through thorough knowledge of existing business processes and how the future system state will affect these processes• Lead and guide Business Process Engineers, Analysts, and Advocates• Develop and maintain an inventory of business processes and related metadata• Provide process leadership to business areas at all levels of the organization• Analyze processes for efficiency and effectiveness; provide solutions for minimizing complexity and waste• Responsible for appreciating and understanding end to end processes to ensure that sub optimization of the whole doesn’t occur during process improvements in their area• Determine the need and application for Business Process Management (BPM) and similar workflow tools across the organization• Focus on achieving higher process maturity via structured methodologies and practices• Lead process improvement work and provide guidance and coaching to business leaders on good process documentation, modeling and analysis practices• Advocate process benefits to stakeholders in the organization• Work with business and IT leadership and functional teams to define process measures and metrics• Assist with change management during process improvements

Duties included:-Recruiting attendees/riders for these mixed car/bike days-Performing technical inspections on vehicles and riders for track worthiness-Providing the daily safety presentation and Q&A-Performing as a Coach, helping others develop their skills at race speed-Performing as a Control Rider to ensure that attendees are following the rules and tactfully correcting them when they weren't-Frequently found helping a rider who needed assistance after an incident or due to a mechanical problem

Charlotte, Nc, Us

Provided the Office of the Chief Information Officer (OCIO) management consulting services in both business process and change management for all Departments across the City, focused on:-Helping each individual Department determine what internal processes and organizational changes will be required so that the Departments will be able to continue to prosecute their daily business activities once a new Enterprise Resource Planning (ERP) system went on-line at the end of March 2014.-Helping each individual Department implement these changes.Services provided included:• General management consulting• Thought leadership• Process mapping• Workforce transition• Change implementationWorked under the direction of the Business Process Architect and the Change Management Leader as a key member of the ERP Departmental Engagement Team.

Stockholm, Se

• Senior member and surrogate for the Director of newly formed Business Process Modeling team• Responsible for ensuring collaboration between team members and multiple departments on business and IT projects• Drove a logical approach to a new initiative creating active issue identification and passive tracking/monitoring for Home Depot orders using of iKnow and MashZone software• Created current/future state processes and managed impact analysis in preparation for the implementation of an outside vendor to replace a “ripe for improvement” legacy system being used for consumer water/air filters and Extended Service Contracts

Duties included:-Recruiting attendees/riders for these motorcycle track days-Performing technical inspections on vehicles and riders for track worthiness-Providing support for the organization throughout the day-Performing as a Coach, helping others develop their skills at race speed-Performing as a Control Rider to ensure that attendees are following the rules and tactfully correcting them when they weren't-Introducing new riders and riders new to each track through conversation and track walks-Frequently found helping riders who needed assistance with their equipment

Charlotte, Nc, Us

• Supported Global Portfolio Strategy (GPS), Enterprise Data Management Office (DMO), Enterprise Credit Risk (ECR), and Top of House (TOH), including Portsum, FRY14Q, and others, with current state and future state documents created in ARIS and Visio• Supported Data Distribution group that provides data sets for TOH credit risk/financial reporting. • Mapped the current state in business terminology and developed end to end client state including ROI

Us

ROI Professionals is headquartered in Charlotte, NC and has over 40 years of process improvement experience. We build and rebuild business processes in healthcare, banking and financial services, insurance, government services, telecommunications, defense, business software, hospitality, food service, home improvement, computer hardware. ROI Professionals helps organizations save money by eliminating waste from the components of their business processes.•Cofounded Charlotte's only process improvement company solely focused on minimizing Operations and large IT Project Investments and the realization of maximum returns•Worked with local CFOs, CTOs, and COOs ensuring maximum realized returns on their investments•Saved local charity $300k-$500k annually with simple, easy to implement business process changes•Helped a local, internationally known family of companies, recover from a “no current business/employees” scenario to full service of previous and new customers…and profitability•Used WebSphere, Visio, and other modeling tools to clearly define current and future state for clients•Provided goal analysis, feasibility studies, and options/risks for company wide improvement projects•Created metrics for easy access to true progress and to help avoid false savings

New York, Ny, Us

• Sole Process Engineer for TIAA’s AMES group, instituting a Lean Thinking foundation for improvement across all of AMES

Detroit, Mi, Us

•Created a process to take the whole team from “no BHC policies” to proper policies across the full range of gaps (in the proper sequence, with the proper reviews) for the national and international e-commerce stakeholders•Identified and filled policy, standard, and procedure gaps for worldwide e-commerce operations in order to ensure compliance to FFIEC recommendations•Worked with legal, governance, and all international business units across the bank holding company (BBHC)

Cincinnati, Oh, Us

See Sr. Process Engineer/Process Analyst at Wachovia below.

San Francisco, California, Us

•Worked with internal customers to document their as-is workflows and created new future state models (using WebSphere) which decreased their segment and overall resources•Worked with programmers to implement a solution that is fast (3 weeks-3 months) and effective for customers in IT and business groups in Wachovia, directly championed by the CTO•Designed forms that are user friendly, and easily created and published, standardizing the portal for the bank to make all requests•Used SDLC artifacts to ensure consistency across projects•Led a group working on time-sensitive enhancements to current workflows and emergency support fixes•Created WebSphere job aids and training to assist the team of modelers and developers

New York, Ny, Us

•Worked with internal IT and external vendor, SunGard, on unique solutions for our product, Plan Sponsor Services (PSS), which was based on SunGard OmniManager, OmniPlus, and WebSuite (PlanWeb, PlanRep, PlanHR, and PlanOffice)•Performed process design/redesign of all project business workflows, from SIPOC and High-Level to Swimlanes and detailed process steps, to bring simplicity to complex processes and procedures•Assisted all PSS IT and business units in making waste and deficiencies visible and accessible for process improvement•Refocused project goals with meaningful changes to better meet customer requirements by putting emphasis on the user experience based on the voice of the customer•Incorporated Lean’s five whys as part of improvement projects for our internal IT and business groups, as well as for our vendor’s products•Defined tools and templates so that developers and business partners could produce more consistent results and project leads could more easily manage expectations

San Francisco, California, Us

• Defined new business process models via process mapping for client conversion to a new product which required connections between dozens of platforms and multiple data warehouses. • Minimized exceptions in the process by removing their triggers or standardizing exception handling• Encouraged long term thinking for scalability and implementation over multiple platforms• Streamlined user interface by incorporating standard techniques for look and feel, enhancing the user experience and minimizing the possibility of errors

San Francisco, California, Us

• Reviewed Phase 2 imPACT project for LOS/LPS from specifications and requirements to the TR system to uncover failures and put mistake-proofing in place for the remainder of the project• Used the EquiBanc imPACT project as a test bed for changes to what is done today in imPACT• Reviewed current business processes, remapping them in WebSphere to make waste visible, and making cost and time saving improvements• Developed standards for BAs creating requirement and specification documentation• Identified a large gap and protected intellectual property which was previously unprotected• Incorporated lean techniques to imPACT project through reactive and proactive methods• Built links between departments to get the most from this improvement project, and training employees at all levels to recognize waste

•Redefined company priorities to match customer specification•Created new sales and training program/materials for a fire safety company•Provided business development expertise and implemented lean principles at a fire safety company•Created 138 page user guide for new security software, with the aid of SME interviews, ahead of schedule and beyond expectations•Improved usability for website text, layout, and flow for clarity (multiple sites), while incorporating Voice of the Customer (VOC)•Developed patent proposals for revolutionary digital video software and hardware, for counsel

Charlotte, Nc, Us

• Implemented Lean Six Sigma methods to loan servicing processes • Supplied Instructional System Design (ISD) methodology to this new division• Co-managed corporate training and document control company-wide• Provided input for removal of waste and a decrease in process complexity• Designed and implemented poka-yoke techniques into a mortgage processing process• Provided Failure Mode Effects Analysis (FMEA) input on multiple projects • Performed analysis and designed course numbering system and content repository using Bloom’s taxonomy• Created process mapping for document flows and lifecycles, as well as software user experience to ensure they remain customer focused• Incorporated Poka-Yoke techniques as part of a Zero Quality Control (ZQC) approach • Built training aids to ensure the customer experience is the best possible

• Created and maintained all documents and document templates, including user guide, administrator guide, support guide, and company style guide• Played the role of Voice of the Customer (VOC) advocate to broker relations between the engineering and marketing/sales departments• Produced and delivered product training material to all employees and customers• Directed graphics contractors regarding all logo and product graphics• Participated as key member of website and newsletter design team

• Created consistent information for all user documents and delivery methods ahead of schedule• Managed a team of technical writers and graphic artists located in Canada and Israel• Improved existing processes by becoming the hub of communication with internal divisions and vendors • Negotiated with third parties for acquisition of source material without incurring fees• Created and produced a style guide unique to our new division and within the guidelines of the company• Worked with the legal team regarding company rights for products and documentation • Participated in the creation of Bills of Material for division products including documentation sets

Weston, Ma, Us

• Created all online help documentation for Internet and intranet sites to remove confusion and the need for customer service calls• Provided significant functionality and usability input on an all-new Internet site • Integral contributor to the wire framing effort for the new website

• Implemented lean cost/time savings changes in product manufacturing, order, and support processes by removing complexity and implementing poka-yoke techniques• Uncovered and repaired root causes for failures in manufacturing and shipping processes• Created process maps for training, support, and manufacturing to differentiate between value-added, non-value added, and required work• Produced 250 page technical manual to assure consistency in information provided to customers • Composed instructions for all products and their replacement parts • Trained 35 employees at multiple sites on the products, order system, technical support system, part replacement procedures, and general PC knowledge, with emphasis on Voice of the Customer (VOC)• Designed, implemented, and managed Paradox-based product returns and technical feedback systems • Helped to design and test semi-custom payroll system• Supported product, software, and systems for main location, handling all top level technical calls

Mba, Process, Lean, Change Management

Bsba, Finance

Miscellanous Courses Toward Associates Degree.

Diploma