Client: Beacon Health OptionsConsultant Project Manager: PMO Project Manager for the Provider Directory Program

Client: Beacon Health OptionsConsultant: PMO Project Manager for the MassHealth Accountable Care Organization (ACO) implementation across all clients.

Delivered projects as a member of the Business Operations Team across Product Support, Customer Experience and Engineering. Required coordination across IT, Quality Assurance and Product Management and included a blend of traditional and Agile project management.

Client: Blue Cross Blue Shield of MassachusettsConsultant, Sr. Project Manager in the EPMO Organization:Delivered the following projects on time and budget through business collaboration with Medical/Surgical, Behavioral Health, Pharmaceutical, Government Affairs, Legal, Contracts, Corporate and Marketing Communications, Member & Provider Services, Sales, Service Strategy, IT, NASCO, Claims, Enrollment, Product Implementation, Product Strategy, Health & Wellness Reporting, and Actuarial.ACA Open Enrollment and Common Renewal Government Mandate involving:• Communications to members, accounts and brokers regarding shortened plan years and prorated OOP costs.• Automation of the stat claim posting process to support the increased volume required to prorate OOP costs.• Detailed planning and development of automation components to support the 4/1/14 and 1/1/15 Anniversary Date Resets.• Comprehensive risk assessment & management, and end-to-end testing of this ad-hoc process.Mental Health Parity (MHP) Disclosure and Compliance Certification with the MA DOI.• Formed and managed the Clinical Subgroup to respond to the Department of Insurance’s (DOI) Federal Mental Health Parity Law Certification Guidelines and subsequent Supplemental Information Request from all carriers. Both filings were delivered on time and were well received by the DOI.• Formed and managed the Communications Subgroup to respond to the DOI’s Mental Health Parity Disclosure Notice mailing to all member households, and ongoing notification starting on January 1, 2104. Tasks included:o Developed one-time Mental Health Parity Disclosure Notice content and format.o Responded to the late DOI notice template to incorporate required elements in the MHP Notice content and obtain re-approval from the DOI.o Mailed the notice to all member households prior to 12/31/2013 as required by the DOI.o Updated Intranet and Member / Provider web portal content.

Manage a team of 6 to deliver strategic applications and support for customer, partner and internal applications. An agile process is followed for development and project management. Business critical contributions include:• Development of the partner and customer web portals to support sales and customer implementations• SAP enhancements, integrations and support• Centralized project management for company-wide projects• Business process and workflow documentation for projects, gap analysis and support Meet regularly with the business teams to collaborate on technology strategies, process improvements, and the status of projects and open issues. The IS Applications Team supports 25+ applications in use across the business.

Senior Consultant for IMP Consulting, Boston MAConsulting project lead to perform extensive middle and back office application testing as part of the outsourcing effort for a US Asset Manager with $100 billion in assets under management. Role includes developing comprehensive test plans, executing against the project schedule and liaising with key contacts at the client and the custodian.

Consultant Project Manager for Endeca Technologies, Cambridge MA - Implemented an on-demand incentive compensation solution for the sales and services teams. Role reported to the SVP of Global Business Operations and was responsible for developing and executing the project plan across the business and vendor teams including user acceptance testing, historical data requirements and rollout planning.Business Development Projects: - Portfolio management tool start-up – Conducted meetings with portfolio managers for feedback and to assess market. - Technology consulting company – Developed the business plan for a new discipline. - Business Consulting Firm - Client introductions for business expansion.

Created the IT Business Relationship Manager role from its inception. Identified strategic opportunities and delivered solutions to support a 600% growth in assets under management. Gained the trust and confidence of senior executives in equity, fixed income, sales, trade operations, legal, accounting and corporate administration teams. Collaborated on technology and process solutions to support their business strategies. Hands-on role in technology planning, budgeting, project scoping and initiation, project management, business requirements, resource and demand management and service delivery. Managed a team of five relationship managers.• Drove the fiscal technology planning and budgeting process for the CIO to justify a 100% budget increase to $20 million. Chaired IT Steering meetings. • Owned the resource and demand management process to insure IT’s focus was on strategic initiatives.• Designed and implemented Clarity to capture IT service and project metrics.

Directed the Business Relationship function and managed three junior relationship managers. • Enabled a $400 million expansion of business with a Japanese bank client. Delivered web solution to receive FDIC approval for this new investment relationship. Presented to the Japanese bank executives and managed all aspects of the project.• Managed the complex start-up requirements for the Liability-Driven Investments product, expected to grow to $10 billion in assets. The effort included in-house and third-party applications, hiring consultants to develop quantitative modules, coordination with all fixed income teams, and system interfaces and workflow design with external business partners. • Delivered a highly customized vendor solution for the Municipal investments team’s entry into the separately managed accounts business. The solution supported the growth of assets to over $5 billion by automating the portfolio management, trading, and operations processes.

Selected by and Reported to the new CIO to establish the IT Business Relationship Management role and support the Legal, Accounting, Fund Administration, Human Resources and Investment Teams to improve the poor IT relationship.• Implemented third-party and in-house applications to automate the trade and settlement process for the Bank Loan Investment Team. These solutions handled a 50% growth in assets to a total of $16 billion.• Resolved conflict and improved business processes across the investment and operations teams by initiating working sessions to bring teams together to discuss challenges and develop a strategy to overcome them.• Captured complex business processes in easy-to-understand diagrams to facilitate strategic discussions with the business and surface hidden workflows. • Facilitated business continuity planning and surprise drills for offsite testing by the business. • Addressed client service issues by collaborating with BRMs and IT to improve processes.

Project Manager Consultant who led projects for external clients working directly with the client company’s business and technology team members. • Arbella Insurance: Developed a desktop strategy for the company.• Eaton Vance Management: Supported all business teams in the creation and execution of their Y2K test plans.

Managed a team of programmers and consultants to deliver custom applications. Responsible for the software development life cycle (SDLC) and project budgets. Responsible for third-party application vendor relationships. • Designed and developed the online transaction processes, financial systems interfaces and data conversions for the proprietary STAR Subscription Fulfillment System. The system supported over 160 online users, servicing 1.5 million subscriptions across 500 publications.• Delivered a low-cost ($150K) custom sales automation solution to support 70 account sales reps• Negotiated an agreement to manage the closure of the Boston office due to the relocation of IT to the Valhalla, New York facility. Sold all of the hardware to resellers and coordinated the disassembly and shipments.

Managed the conversion of 70+ Auerbach subsidiary publications into our in-house subscription fulfillment system.