Deborah Wertheimer, Pmi-Acp, Pmp, Itilv4, Smc, Dol Email & Phone Number

Professional consultant on a volunteer basis to assist small businesses in many aspects including, but not limited to: Starting a business; Closing a business; Operations; Reporting; Business Social Media; Business Website; Business Plan; Financials; Inventory; and more. This includes brick and mortar, e-commerce, local and non-local business.

Provide consulting services related to both Technology and Business in areas including, but not limited to: IT Product Development; Implementation of Agile / Waterfall Project Management Methodologies; Business Process Improvement; Operations; Business Social Media; Personnel Development, Training, Onboarding, and Evaluations; Relationship Building, and more

A United Healthcare Company

Recruited by previous leader to build implementation team and processes from ground up in order to create a sustainable product to service members of Medicare and/or Medicaid products that required non-emergency transportation to various medical appointments. Successes include: • Developed standardized processes, documentation, and 12 various tools that successfully streamlined implementations/project management and resulted in a sustainable and scalable product. • Successfully implemented, either directly or through oversight, 10+ projects utilizing SaaS applications, and both waterfall and agile methodologies. • Received recognition from successfully built working relationships with 10 internal/external clients across nine different states and government levels to implement Medicare, Medicaid, and Dual Special Needs Plan (DSNP) products. • Identified and resolved pre/post implementation process issues to encourage smoother procedures, more efficient workflow, and promote business growth.• Actively participated in the development and oversight of personnel to ensure their personal growth and advancement, which led to an employee’s successful first-time implementation.

Core member of Strategic Initiatives team with direct reports, responsible for development and implementation of medical expense initiatives to increase quality of care and reduce costs involving both IT, and Operations, in a cross functional environment. Responsible for portfolio of ~$130M. Successes include: • Successfully implemented a vendor program, with integrated project plans, to assist members with their surgery including alternatives, pre-op, post-op and readmit avoidance across 12 states; return on investment (ROI) 3:1, resulting in a first year net savings of $+4M. • Successfully outsourced three utilization management programs, with integrated project plans, to third party vendor across 11 states in order to save the company over $7M in medical expenses; achieved 4:1 ROI. • Recognized by Chief Medical Officer (CMO) for creating best practices for vendor management after providing ongoing direction and leadership for program operations including: risk identification and mitigation, collaborating cross functionally to address and resolve technical, financial, and operational issues; making >50 proactive adjustments in order to improve the success of the program. • Established and cultivated relationships with internal/external clients, including executive level, using active engagement, positive communication, reporting, and presentations. • Monitored vendor performance through quarterly performance scorecards and joint operating committee conferences.

St. Petersburg, Fl

Hand-picked by COO to lead Operational Improvement Team and Resolution Team to reduce company costs, regulatory complaints, and improve organization-wide processes. Successes include: • Recognized for client/customer satisfaction based on member/provider surveys for reducing team involvement in regulatory complaints from 20% to 2% by spearheading company knowledge and understanding of “resolution”. • Reduced duration to review foreign claims from 120 business days to 60 calendar days by procuring third party vendor to translate claims; built review of claim by Medical Director for official determination into process and created member/provider template letter. • Identified process improvements enterprise wide through root cause analysis, audits, and review of operational processes. Recommended changes while remaining compliant with Center for Medicare and Medicaid Services (CMS), and The Agency for Health Care Administration (AHCA). • Provided projections/forecasts, reporting on SOW deliverables, dashboards and presentations regularly to executive level on projects.