Defining and leading agile procurement methodologies for public sector clients in the Pacific Northwest.

• Served as an IT Program Manager on a $156 mm IES Core workstream for the Integrated Eligibility System, integrating the legacy Financial Management and Welfare Management Systems.• Working within a Project Management Office, monitored, implemented, and enforced program management best practices across workstream, collaborating with other Project Managers, Functional Leads, and Technical Architects on senior leadership team.• Direct oversight of an IT services vendor consuming output… Show more • Served as an IT Program Manager on a $156 mm IES Core workstream for the Integrated Eligibility System, integrating the legacy Financial Management and Welfare Management Systems.• Working within a Project Management Office, monitored, implemented, and enforced program management best practices across workstream, collaborating with other Project Managers, Functional Leads, and Technical Architects on senior leadership team.• Direct oversight of an IT services vendor consuming output of Rules Extraction workstreams, and holding requirements elaboration sessions with state stakeholders ahead of design & development activities.• Performed deliverable review and payment authorization of vendor deliverables.• Created and chaired Health Check presentations for senior management review, as well as state stakeholder review.• Mentored project managers within program. Show less

• Served as a senior IT Project Manager on a $50 mm Financial Management workstream for the Integrated Eligibility System.• Directly accountable for a ~$3 mm COBOL Rules Extraction project, overseeing the derivation of an “as-is” business operations model for the intake and processing of cash payments and services for consolidated New York State human services programs.• Held daily scrums with Vendor team and its project management staff; aligned on and executed against joint project… Show more • Served as a senior IT Project Manager on a $50 mm Financial Management workstream for the Integrated Eligibility System.• Directly accountable for a ~$3 mm COBOL Rules Extraction project, overseeing the derivation of an “as-is” business operations model for the intake and processing of cash payments and services for consolidated New York State human services programs.• Held daily scrums with Vendor team and its project management staff; aligned on and executed against joint project schedule• Direct oversight of an IT services vendor extracting business rules from legacy mainframe COBOL source code using automated source code analysis toolsets; regular assessments of vendor deliverables utilizing published documentation standards from within IES.• Developed and implemented a methodology for assessing and expressing design documentation of all known data interfaces, batch jobs, transformations, and other data management practices for all known ancillary systems currently operating in tandem with an enterprise legacy mainframe system.• Working within a Project Management Office, monitored, implemented, and enforced program management best practices across workstream, collaborating with other Project Managers, Functional Leads, and Technical Architects on senior leadership team.• Prepared artifacts for and participated in briefings of IES Executive Leadership on overall workstream progress; participated on risk and issue mitigation activities with senior leadership as necessary on streamlining multiple workstreams and their predecessors/successors. Show less

• Serving as Senior Project manager on a wide portfolio of Salesforce Projects and enhancements. Assists in eliciting requirements, creating quality requirements documentation, and coordinating between NYSERDA Program Staff and systems integration team; provides portfolio dashboard status updates to NYSERDA leadership.• Drawing on industry standard best practices from previous State Government Programs, defined and now administers a Software Development Life Cycle (SDLC) framework grounded… Show more • Serving as Senior Project manager on a wide portfolio of Salesforce Projects and enhancements. Assists in eliciting requirements, creating quality requirements documentation, and coordinating between NYSERDA Program Staff and systems integration team; provides portfolio dashboard status updates to NYSERDA leadership.• Drawing on industry standard best practices from previous State Government Programs, defined and now administers a Software Development Life Cycle (SDLC) framework grounded in Project Management Institute methods for NYSERDA Salesforce builds. Defines and produces project management artifacts, including work breakdown structures, schedules, requirements documentation, and other planning artifacts.• Created a parametric baseline estimation tool that allows NYSERDA OTL to create ROM’s & LOE’s for future Salesforce builds, assisting in planning and prioritization efforts as well as scoping discussions with program staff.• Identifies risks and issues, as well as mitigation strategies, and escalates them to NYSERDA leadership.• Defined a SharePoint Metadata strategy for use at NYSERDA, and rolled out a SharePoint 365 site structure for Salesforce builds in an externally shared environment.• Collaborated with NYSERDA internal technical resources and systems integration team to define and create a “Business Object” format, pre-defining modular functional components for future Salesforce builds; led discussions between OTL, IT team, and systems integrator on a weekly basis to create approximately 25 such artifacts. Show less

Leading a team of twenty business analysts, policy SMEs, and technical writers in requirements elicitation, business process documentation, and design specification creation for NYSOH, New York State's Health Insurance Exchange portal for Medicaid and QHPs. Supporting overall business process improvement efforts with joint client/vendor PMO. ❖ Increased core business analysis competency of business analyst team. ❖ Cultivated skills of senior BAs in leading JAD sessions… Show more Leading a team of twenty business analysts, policy SMEs, and technical writers in requirements elicitation, business process documentation, and design specification creation for NYSOH, New York State's Health Insurance Exchange portal for Medicaid and QHPs. Supporting overall business process improvement efforts with joint client/vendor PMO. ❖ Increased core business analysis competency of business analyst team. ❖ Cultivated skills of senior BAs in leading JAD sessions, functionality negotiations, end-to-end Medicaid & HIX business knowledge, and quality requirements authoring.❖ In absence of baseline business architecture, began documenting end-to-end New York Eligibility and Enrollment business processes for FFS, MMC, APTC, QHP, MEC, Subsidized and Full Pay members aligned with the MITA 3.0 framework and ACA legislation. ❖ Introduced Industrial Ethnography Business Analysis methodology, resulting in better requirements elicitation, increased client satisfaction with JAD session knowledge transfer, and overall decrease in defects presented due to incomplete/unforeseen design issues.❖ Served as liaison with PMO regarding best practices, stakeholder management, and risk mitigation when engaging with public sector, human service agency clients. Show less

Program Manager of the Master Data Management and Data Governance effort at DHEC. Leading a team of four business analysts and four data architects in data discovery and business process documentation efforts. Leading accompanying IT infrastructure upgrades to advance the maturity of Enterprise Architecture as a whole. Fostering best practices in contemporary data governance as it relates to Master Data Management in an SOA environment. Creating and leading a Project Management Office (PMO) to… Show more Program Manager of the Master Data Management and Data Governance effort at DHEC. Leading a team of four business analysts and four data architects in data discovery and business process documentation efforts. Leading accompanying IT infrastructure upgrades to advance the maturity of Enterprise Architecture as a whole. Fostering best practices in contemporary data governance as it relates to Master Data Management in an SOA environment. Creating and leading a Project Management Office (PMO) to administer IT projects within a highly matrixed environment while mentoring project managers. Show less

Project Manager within IT division of ESI, focusing on baseline critical path estimates, risk mitigation, budget compliance, and stakeholder management.

Technical Project Manager of the Eligibility & Enrollment Framework (EEF) Project. EngagePoint/State of Arkansas. ❖ Served as a Technical Project Manager over Development, Reporting, and Business requirements teams in an SOA architecture implementing the Cúram COTS product. ❖ Operated effectively and efficiently in a 75% travel environment (four days on site, three days off site with telecommute). ❖ Defined templates and requirements gathering and management best practices for… Show more Technical Project Manager of the Eligibility & Enrollment Framework (EEF) Project. EngagePoint/State of Arkansas. ❖ Served as a Technical Project Manager over Development, Reporting, and Business requirements teams in an SOA architecture implementing the Cúram COTS product. ❖ Operated effectively and efficiently in a 75% travel environment (four days on site, three days off site with telecommute). ❖ Defined templates and requirements gathering and management best practices for business and systems analysts. ❖ Championed extensive reuse of existing state artifacts from various other Affordable Care Act projects. ❖ Participated in the preparation and delivery of ELC artifacts for FDDR and ORR CMS gate reviews, including overall project management planning documents, and system test scenarios. ❖ Acted as a SME, offering subject matter expertise in MAGI and non-MAGI (“traditional”) Medicaid programs and policies, and converting them into quality business requirements and technical business rules. ❖ Supervised handoff of requirements documentation and functional specifications from business to development teams; smoothed issues as they arose resulting from incomplete/ambiguous policy definitions. ❖ Closely supervised reporting team creating CMS Performance Indicator reports and their associated baselines, leveraging a uniform semantic layer and the COGNOS reporting development environment. ❖ Briefed State executive leadership on issues related to execution and risk mitigation in weekly Business Review Board meetings. ❖ Created and managed to project schedules for business, development, and reporting teams. ❖ Identified, registered, and tracked risks in risk register, and identified mitigation activities. Show less

Project Manager of the Member Management Project.❖ Served as the Project Manager of South Carolina's EEMMS project, an n-tier enterprise web application replacing an IBM z/OS mainframe system.❖ Led system integration efforts with a development team at Clemson University incorporating the IBM/Cúram V6.0.5 Human Services COTS Framework.❖ Drafted, executed and maintained scope, risk, procurement, resource, quality, schedule, communications, and overall project… Show more Project Manager of the Member Management Project.❖ Served as the Project Manager of South Carolina's EEMMS project, an n-tier enterprise web application replacing an IBM z/OS mainframe system.❖ Led system integration efforts with a development team at Clemson University incorporating the IBM/Cúram V6.0.5 Human Services COTS Framework.❖ Drafted, executed and maintained scope, risk, procurement, resource, quality, schedule, communications, and overall project management plan.❖ Served as consultant on enterprise functionality and technical strategy across E&E, MMIS, and ICD-10 projects, suggesting overall efficiencies offered by common data warehousing and ESB components.❖ Defined and implemented an SDLC that is both an Agile Methodology as well as meeting the stringent documentation requirements of a Medicaid State Agency MITA project receiving enhanced FFP.❖ Guided ACA compliance within the Medicaid Eligibility to-be business processes (MITA 3.0), and in integrating with a Federally-Facilitated Health Insurance Exchange (FFE), as well as the Federal Data Hub.❖ Created custom ‘timekeeping’ solution in SharePoint using custom lists and other custom development to track billable hours of State staff to project budgets receiving enhanced FFP.❖ Responsible for configuration and custom development of project collaboration web tools, including SharePoint, Confluence, and JIRA work package/defect tracker.❖ Directly supervised Quality Manager, Training Manager, Testing Manager, and associated team of business analysts, product managers, policy analysts, and systems analysts attached to project.❖ Cultivated team of policy analysts in understanding the major business and functional areas of MITA-Mature E&E and MMIS n-tier systems.❖ Served as main point of contact with IV&V chief regarding project Quality Assurance; drafted necessary reports for QA review by IV&V and CMS. Show less

Functional lead of Enrollee Services area. Creates design specification documents based on functionality of existing transfer system and catering them to the specific business process of Louisiana PRISM - Provider Recipient Integrated System for Medicaid. Supervises a staff of business analysts and Medicaid SMEs coordinating design document creation. Leads JAD sessions with Louisiana DHH SMEs regarding Enrollee functioning in the following areas: Medicaid Eligibility, Prior/Service… Show more Functional lead of Enrollee Services area. Creates design specification documents based on functionality of existing transfer system and catering them to the specific business process of Louisiana PRISM - Provider Recipient Integrated System for Medicaid. Supervises a staff of business analysts and Medicaid SMEs coordinating design document creation. Leads JAD sessions with Louisiana DHH SMEs regarding Enrollee functioning in the following areas: Medicaid Eligibility, Prior/Service Authorization, Medicare Buy-In, Enrollee Web Portal, Enrollee Call Center, and Managed Care. Show less

Supervised a staff of four business analysts and junior project managers in overseeing requirements gathering, business analysis, decomposition, work packages, risk analysis and mitigation, and other project planning components on major Medicaid business processes and IT automation projects. Specific duties included:• Served as project manager for the MEDS IT Architecture Upgrade project, offering advanced IT technical consulting in addition to enterprise architecture… Show more Supervised a staff of four business analysts and junior project managers in overseeing requirements gathering, business analysis, decomposition, work packages, risk analysis and mitigation, and other project planning components on major Medicaid business processes and IT automation projects. Specific duties included:• Served as project manager for the MEDS IT Architecture Upgrade project, offering advanced IT technical consulting in addition to enterprise architecture consulting• Anticipated impact and probability of risks to project completion, and offered mitigation strategies in consultation with stakeholders and SME’s. Verified effectiveness of mitigation activities.• Completed and presented federal planning documents required by CMS for Gate Reviews. Served as liaison between DHH MVA and CMS regarding MEDS. Completed gate reviews with CMS representatives with no concerns raised by CMS.• Conducted interviews with eligibility field analysts using field-based ethnographic research methods.• Lead author and manager of multi-million dollar RFPs for IT professional services administering complex policy programs within Medicaid, including PASRR (Screening and Resident Review), Third-Party Liability and Reimbursement, Coordinated Care Networks, OTIS (Nursing Home Incident Reporting), Consolidated Verification Summary (CVS – Formerly ENQUIRE), Recovery Audit Contractor (RAC), and a variety of other Medicaid business processes.• Lead author of Louisiana Medicaid Eligibility Data System (MEDS) PAPD, IAPD, RFI, and RFP documents• Spearheaded the implementation of the Waterfall SDLC in UNO MTSC software design based on previous industry experience. • Performed field work examining Medicaid operations in the field; conducted approximately 50 semi-structured interviews. • Served as web/graphic design lead for the Medicaid Online Application, providing a new “look and feel” for 1.2 million recipients• Authored the MVA Project Management Methodology handbook Show less

• Created custom web applications within the Regulated Entity Database (RED) and Complaints, Rates, and Forms tracker (CRAFT); technologies used were ASPX.NET, C#, Telerik, and SQL.• Led JAD sessions with business users and SME’s.• Assisted in writing grants and program development that successfully increased funding for the LATIFPA (Louisiana Automobile Theft and Insurance Fraud Prevention Authority).• Wrote user manual for RED and CRAFT systems.• Completed total overhaul of… Show more • Created custom web applications within the Regulated Entity Database (RED) and Complaints, Rates, and Forms tracker (CRAFT); technologies used were ASPX.NET, C#, Telerik, and SQL.• Led JAD sessions with business users and SME’s.• Assisted in writing grants and program development that successfully increased funding for the LATIFPA (Louisiana Automobile Theft and Insurance Fraud Prevention Authority).• Wrote user manual for RED and CRAFT systems.• Completed total overhaul of the Department of Insurance web site look and feel; turned over designs to in-house technical team. Show less

• Using Waterfall SDLC, completed user interface designs and detailed functionality specifications for e-commerce custom development projects.• Identified RFP’s that were strategically aligned to the InfiniEdge business plan.• Contributed to proposal authoring in response to RFP’s.

Research Project Manager. Collaborative Research (DRU): Shared Governance of Risks. National Science Foundation (NSF) Human and Social Dynamics (HSD) grant number SES-0623907. Peter J. May, Bryan D. Jones, and William A. Wallace (Co-PIs) with Rachel Dowty. • Served as the project manager over disaster science and management research team• Expressed research scope, and grounded objectives in continuation of existing literature• Created and administered NSF awarded budget and… Show more Research Project Manager. Collaborative Research (DRU): Shared Governance of Risks. National Science Foundation (NSF) Human and Social Dynamics (HSD) grant number SES-0623907. Peter J. May, Bryan D. Jones, and William A. Wallace (Co-PIs) with Rachel Dowty. • Served as the project manager over disaster science and management research team• Expressed research scope, and grounded objectives in continuation of existing literature• Created and administered NSF awarded budget and expenditures• Administered the SDLC of project’s custom dynamic systems simulation package, ORCiDS (Organizational Response Culture in Disaster Simulation).• Traced requirements and performed quality assurance of research deliverables.• Designed an original coding methodology used by research team of undergraduates performing document coding and data collection; performed as project manager over the data collection process, and integrating data with the custom software development.• Authored and edited contributions to peer-reviewed published article discussing findings.• Presented paper to Human and Social Dynamics Award recipients’ conference, University of Albany Geography department, Texas Hurricane Center, and the 2008 Organization Science Winter Conference. Show less