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.
• Mentor and coach team members to develop Life & Annuity Insurance domain expertise and software solution delivery knowledge and abilities.

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.
• 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.

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.

• 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.
• 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.

• 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.