Geoffrey Dodge Email & Phone Number

Philadelphia, Pennsylvania, United States

• Deeply involved in the development and delivery of core Life & Annuity Policy Administration System (PAS) solutions.• Organize and drive completion of pre-sales activities related to solution evaluations, Proof of Concepts (POC), Request for Proposals (RFP) and system demonstrations.• Manage key stakeholder relationships, internal and external, with the customer throughout the project lifecycle. • Lead a team of 15 team members spanning both business and technical skillsets responsible to deliver customized PAS solutions.o 10 onshore resources + 5 offshore resources.• Report project status and provide critical project metrics on regular and on-going basis. o Sprint and Release Burndown, Defect Rate and Status, Delivery Score Cards, Cost Variance Reports, Weekly EAC Cost Analysis, Project Risk Assessments• Mentor and coach team members to develop Life & Annuity Insurance domain expertise and software solution delivery knowledge and abilities. • Establish and industrialize industry leading delivery practices leveraging Lean and Agile principles for both internal and customer teams. • Lead design of complex integration architecture to support overall solution.

Greater Philadelphia Area

• Successfully managed the planning, development and production ready implementation of two custom software development projects for a $90 billion arm of a major insurance provider.o Team of five for 6 month project durations.o Each project delivered on time and on budget. • Created and maintained project plans through a SaaS based ERP tool to track project resource hours, capacity and overall progress against defined timelines and milestones.• Leveraged project plans to prioritize daily tasks and ensure alignment to delivering the highest business value features. • Scheduled and led internal, external and joint business requirement and design sessions to clarify functionality and user interface design. • Provided weekly project progress status and incident escalation reports to the executive management team.• Acted as the sole primary contact between the client, internal development team and executive management team.• Provided functional demonstrations to client reviewing project progress and business application features. • Oversaw and verified System and Acceptance level testing results met the defined business requirements.

Greater Philadelphia Area

• Evaluated existing business and operational flows to define the current and future state processes for a business process re-engineering initiative within the Healthcare Insurance industry.• Led the business enterprise architecture development of a functional business area (Clinical Services) within the transformation initiative, ensuring alignment to the defined health care payer model structure.• Scheduled, facilitated, and led working sessions to define and document business processes with subject matter experts.• Created over 45 workflow (swim lane) business process models.• Utilized business process architecture and workflow model development to identify and coordinate the creation of over 200 business desk level procedures with the Technical Writing team and functional business areas.• Facilitated large scale end-to-end cross functional workshop sessions aimed at solidifying the understanding of the future state, identifying process gaps and formulating a joint action plan to close identified process gaps. • Worked in tandem with business sponsors and stakeholders to understand the business vision and objectives in order to properly define, create, and implement business process improvements which drove efficiencies across the enterprise.• Developed and delivered comprehensive business assessment presentations to business sponsors and stakeholders. • Provided weekly project status updates to program leaders.• Cultivated and maintained a customer-focused relationships with business stakeholders and other IT areas through a high level of collaboration, timely communication, and responsiveness. • Effectively interacted with all levels of personnel from senior executive management to high-level technical resources and influence key stakeholders.

• Led projects focused on continuous improvement using six sigma methodologies.• Coached and consulted business partners through the method of identifying process improvement opportunities. • Built and actively managed a portfolio of process improvement projects and initiatives.• Supported various business areas with data analysis, key performance indicator creation, and process optimization.• Drove the prioritization of process and technology projects with the support of business leaders.

• Key participant in a multi-year $64 million technology business process improvement project delivering an annualized $37 million in demonstrable savings, 280 Full Time Employee (FTE) avoidance, and estimated $43 million Net Present Value (NPV) benefit. • Planned, coordinated and delivered key project and program results.• Created practical and applicable solutions that balanced business and technical risk with Vanguard and client benefits.• Developed effective partnerships with clients, project team members and stakeholders to ensure project was delivered with the highest quality and impact.• Led and facilitated meetings to ensure ideas were expressed accurately and effectively.• Clearly communicated business needs with Information Technology (IT) through various mediums. • Documented internal and external procedures for newly developed workflows.• Advocated change throughout the project life cycle.

• Mastered the intricacies of the AGILE software development process.• Developed comprehensive test cases scenarios from an end-to-end business user perspective.• Executed test case scenarios to verify newly developed software functioned correctly.• Accelerated test case scenario execution and verification by partnering and coordinating efforts with various internal testing groups.• Created procedures to increase the efficiency of data gathering for test case scenarios development and execution. • Delivered numerous presentations of newly developed software functionality to various internal business and IT departments.

• Exceeded quality standards for processing of financial and demographic transactions of large sized Institutional Retirement Plan clients (assets greater than $250 million).• Effectively coordinated and managed daily client transactional activities.• Identified, analyzed and resolved operational issues related to daily transaction processing.• Collaborated with internal business partners to discover new ways of continually improving transaction quality in order to deepen client satisfaction and loyalty.• Monitored daily control reports to ensure Federal, Vanguard and client specific quality standards were archived.• Developed a deep technical understanding of the institutional operations systems.