Utilize both Business Analyst and Scrum Master skills on an agile design team charged with automating the Supplement Pay process for the State of Louisiana's Financial Management Division. ● Elicit and document requirements from Finance and OTS stakeholders in the development of the new LaFACTS system. New system will process inbound revenue and payment files for classification into LaGov● Assist Product Owner and Agency Stakeholders in management of Product Backlog.● Facilitate Backlog Refinement, Story Planning and Sprint Planning meetings● Construct user stories in Azure and managed product backlog

Provided QA support on an agile development team charged with developing a new income protection portal and insurance case management application. Wrote test plans for processing requests for Income Protection, Accidental Death and Term Life products.Constructed technical targeted user guides and other documentation artifacts

Provided BA support on an agile development team charged with improving borrower portals in the student loan servicing line of business.Replicated reported user issues using applications such as: Swagger, Postman, PGadmin and posted findings in Jira.Managed release build process for deploying borrower portal code changes in IngeniuxImplemented feature set taxonomy utliezed in both development strategy and development team documentation.Performed back-up QA testing of portal and API code changes. Documented API process flows and configurations.Key member of development team that drafted on boarding checklist for launching new client borrower portals

Provided BA, PM and organizational awareness skills as a member of their start up IT group. Stepped in and led stand ups and end-of-sprint demos. Groomed backlog and created user stories in Azure.Elicited requirements for new API endpoints with both Credit Unions and UAS Connect. Some APIs included. Led development for the creation of an internal admin application, which provided editing features such as:Student's Choice Credit Union

Provided BA, PM and organizational awareness skills as member of the Business Optimization teamFacilitated stakeholder workshops to elicit client enrollment and product support workstreamsDeveloped deployment playbooks and created complex process flow diagrams Consulted workstream managers to assist to enhance firm’s go-to-market strategy

Issue confidential advisory opinions to Milwaukee County employees and public officials with respect to their own situation or plansInvestigate requests for investigations and verified complaints. The Ethics Board provides a formal process for filing complaintsReview the annual filing of financial statements (Statement of Economic Interests). The individuals required to file such statements are determined by respective department administrators according to ordinance requirements and may be subject to review by the Ethics Board

Triaged all incoming support tickets from TPA clients to successfully fulfill TAT obligations.Facilitated solution planning meetings with both internal and external stakeholders.Performed data analysis of client support requests to identify potential operational gaps and implement opportunities to create efficiencies. Consulted operational team members to enhance their workflow contributions to the organization’s commercial dental line of business. Ensured contractual client service level agreements are fulfilled and accurately reported. Built and maintained department’s SharePoint dashboard for operational transparency.

Based on firm’s road map priorities, interviewed stakeholders and end users to accurately define the true business requirements and scope of the design plan.Looked holistically at existing business needs and incorporated them into new client requests.Prepped epics for promotion to the Design team’s backlog to facilitate release planning.Reviewed BRD and related visuals with scrum teams to expedite development efforts.

Provided BA deliverables on two agile Design Teams (Data Intake & Architecture) Elicited requirements from internal and external stakeholders to enrich development efforts Translated technical concepts into palatable requirements for technical and non-technical team members.Constructed process flow diagrams and wireframe models in Axure for complex environments.Performed basic queries in Microsoft SQL Server to become self sufficient.Served as primary back-up for Scrum Masters on design teams.

Cyber Business Analyst on the firm’s Cyber Improvement Program (CIP) dedicated to implementing security related policies, and technology based solutions to meet federal and industry standards. Solicited requirements and drafted design of the Governance Team’s IT Policy House site in Share Point. Constructed requirements traceability matrix and solutions documents for the Federal Compliance Project. Assisted Federal Program Manager in the GRC tool selection process by constructing vendor score cards and compiling rankings data from stakeholders. Drafted CIP proposal for vetting US Citizenship status to allow employees and contractors to work on Federal projects. Drafted requirements matrix and scope visuals for the IT Asset Management project.Security. Information Access Management. Active Directory Implementation.

Assisted the Customer Service and Credit Processing groups in the design and implementation of an automated order entry workflow solution in SharePoint. Conducted interviews to solicit end-user requirements. Designed functional documents and test scripts. Managed stakeholder meetings, support user acceptance testing and development team planning sessions for requirements gathering. Delivered user training sessions and provide technical support during roll-out. Aided Credit Processing & Distribution SMEs in setup of SharePoint document libraries

Managed shared content on the department's SharePoint platform. Entered and utilized data stored on the firm's project plan module in SharePoint. Worked with offshore design teams to implement securities trading and order entry systems. Constructed functional and scope documentation for agile and waterfall-based projects. Navigated IBM Mainframe – ISPG / TSO Systems. Facilitated new vendor and exchange connectivity creation for both NDM and FTP transmissions.

Hired to design and implement an electronic workflow to evaluate new and existing client engagements for the Tax Services Group. Conducted stakeholder planning sessions and demonstrations for management. Completed a previously quoted project within 4 months at a fraction of the previous cost of $30K.

Website Designs and Marketing Material Creation - by referralWork with small business owners to develop websites and marketing materials. Educate businesses to internet marketing and networking opportunities. Utilize web-building tools and domain name features offered by Go Daddy.com and Vista Print.com.Project:Offshore Investment Group Website ImplementationDesigned and launched information website for an international investment group targeting development opportunities in the middle-east. Website was successfully launched. Met with stakeholders to elicit their conceptual goals and the functional requirements for the website. Utilized a change-driven business analysis approach and utilized cost efficient website tool to meet client's budget. Worked closely with subject expert to research applicable content and layout for website.

Responsible for new business intake, records management and electronic docketing. Managed staff of 12 direct reports and 10 additional members over 6 offices nation wide. Generated client data reports for accounting, attorney and marketing personnel. Scrubbed financial data to facilitate firm's practice management Projects:Business Continuity Planning Team (BCP): Disaster recovery projectImplemented disaster recovery protocols for the Milwaukee Office, Warehouse and Data Center that helped firm better meet regulatory requirements. Interviewed external industry experts to define the organizational requirements. Elicited vital feedback from internal domain experts to identify and rank vital requirements.Created requirements and test plan documentation to validate efficiencies during a crises.Designed and launched department's first informational intranet page on SharePoint platform.Elicited feedback from internal web designers, data base engineers and various subject experts to define scope and objective of the new intranet page for department. Conducted beta test group analysis and feedback sessions to validate requirements.Assessed organization readiness with key stakeholders and domain experts.Intellectual Property (IP) Reporting Project: Crystal Reports ImplementationThe Crystal Reports tool was utilized to facilitate the handling of Intellectual Property (IP) docket work flows and correspondence received from the U.S. Patent and Trademark Offices.Interviewed IP stakeholders to understand their current process needs and desire to better monitor work flow. Documented current process flow and identified current inefficiencies with stakeholders.Utilized existing solution knowledge to propose the cost savings approach by leveraging the firm's existing Crystal Reporting tool to meet the operational requirements.Constructed technical requirements documentation for data engineers senior report writers.

Worked with vendor project managers and network architects to deploy new business intake (financial/marketing & ethical data gathering) work-flow applications. Managed staff of 7 direct reports in the functional areas of conflicts of interest searching, records management and electronic docketing.Projects:New Business Intake Work Flow Process Improvement Project Co-chaired team that designed and implemented firm's new business intake work flow form on a MetaStorm platform. Designed form with solicited business and functional requirements from Marketing, Finance and Technology experts. Designed and maintained process flow charts, data maps and end-user training guides. Personally conducted roll out training in four office locations. Worked with project manager to address phase two change orders and "wish list" items post form's roll out date.Law Taxonomy Standards ProjectLead author and architect of firm's new area of law taxonomy later used for records retention standards, enhanced financial reporting and pricing benchmark analysis. Solicited key stakeholder needs and requirements for better classifying each practice group's specialty areas of law. Designed data matrix of each group's areas of law, conditions for matter closing and records retention schedules. Created and maintained end-user areas of law documentation for reference and training purposes. Worked with financial analysts and marketing liaisons to scrub and populate existing financial data.

Department manager and curator of firm's Legal Work for Employee program. Conducted all department performance reviews and budgeting requirements. Designed best practices and maintained conflicts of interest reporting applications. Drafted and presented Conflicts of Interest program at firm's all attorney retreat in 2002. Served on team of administrative managers that implemented an automated departing attorneys procedures.