Eliciting requirements for expected changes to core financial software - 2024.Led effort to create EDI (Electronic Data Interchange) Requests in Salesforce, allowing the EDI team to migrate from a prior Jira setup, and make use of the Salesforce platform used by hundreds of Estes Sales and Service employees. Set up a new EDI Survey in Formstack and created requirements to house the Survey and collection process within Salesforce.SAFe: helped implement first "SaFe-like" Scaled Agile Framework at Estes, with 50-member Customer Program team and 5 Scrum teams focused on web site usability, Salesforce, APIs and other enhancements. As a program-level BA, helping manage the current Program Implement. Transitioned from Salesforce Implementation team to API Strategy team: conducted refinement sessions, added and developed stories, researched data needs for new APIs, including Invoice, Pickup and Shipment Tracking APIs. Worked with Postman, Swagger, UBL (Universal Business Language), Mongo COMPASS and Gitlab, refined epics for technical changes involving Denodo, Kubernetes, AWS.Salesforce MVP project (Dec 2019 - April 2021): Implemented the initial Salesforce system at Estes, involving Sales Cloud, Service Cloud, B2B Marketing with Pardot. Worked with internal SMEs and partner Cap Gemini, to design initial pilots and larger MVP implementation, supported ongoing support and enhancements team as a ScrumMaster and BA.Led story development, UI design and testing for the largest single area of new functionality: creating a complete system within Salesforce to create, edit and cancel new LTL (Less Than Truckload) transportation order requests (pickups), then view changing status on those orders and shipments. During the initial CRM project, helped finalize vendor selection, spent 6 weeks planning with consulting, business and technical team members. Completed weeks of training at Salesforce's Trailhead education site (75K points).

As BA/PM, led team finalizing user stories for an improved travel tracking system with links to Workday and other systems. Analyzed integration options with current Risk system, and a new vendor Travel application. Focused on essential needs for an MVP Pilot release within the current MS Dynamics and PowerApps environment, with key stakeholders in Risk, Logistics and worldwide area management. Used Microsoft Teams and Office365 for Task Force communications and online meetings with international team members, and to track deliverables and store key files. Used Balsamiq software for a Travel Plans Input Form wireframe that was key to team discussions and final user stories. Contract through Singlestone Consulting, with non-profit IMB (International Mission Board).

ScrumMaster and Business Analyst for two Development teams, including a team building a new Data Warehouse, and an offshore team. Managed enhancements and support for the 1700-user Field Portal application, including conversion of user logins to Azure Active Directory, setup of WebAPI connections, and enhancements for Client Services, Finance, Logistics and other users. As ScrumMaster, effectively led daily stand-ups and working sessions, facilitated sprint planning sessions and retrospectives, removed obstacles and clarified priorities with product owners. One distributed Scrum team met daily via videoconference over Skype.As Jira Administrator and ScrumMaster, set up new projects and epics, wrote stories, clarified requirements. Implemented changes resulting from a "Year 2" review of Agile and Scrum practices, led by CapTech Ventures consultant.As Business Analyst, tested hundreds of changes, managed final CAT testing by IT and end-user resources. Used SQL queries on a weekly basis to verify test results, troubleshoot reported issues, and produce usage reports for management.

Business Analyst, Project Management OfficeDisplayed quick ramp-up skills to tackle a huge vendor upgrade effective late October 2017 (largest upgrade in 10 years). Led teams of subject matter experts, finalizing requirements for major new programs like the MegaMillions Just the Jackpot introduction, changes to Interface files and Host reports, and other Lottery products (OnePlace, Promotions, Print and Play). Found ways to maximize results using minimal time from overloaded internal experts. Secured executive approvals, designed better ways to interact with the main vendor, IGT. Successfully used Sharepoint workflow for the requirements review and approval process. Heavily involved with CAT testing and documenting additional changes needed before and after the October install.

Contacted recruiters and companies to finalize participation in the premier career fair in Richmond: the Virginia Tech Career Expo, held each March and October.Initiated discussions to provide process and consulting assistance by CP (Career Prospectors) IT RoundTable members, for future career fairs, and for the CP web and meetup sites (gathering requirements, startup team meetings, use of tools including Google share drive and CRM database, Meetup, Slack, Trello).

As a Vice President, in PM and Lead Analyst roles:Supported Salesforce and Commercial Systems for 4,000 Wholesale users, from the Wholesale Business Information office. Fixed significant data quality and workflow issues, including several longstanding problems. Worked with project teams to provide final LOB testing for new changes, including the $50 million Salesforce install and upgrade in April 2016 (first major upgrade in 10 years).Managed support for 3 QRM (Quantitative Risk Management) systems for Mortgage and Treasury/Finance users. Produced on-time and quality results for major software upgrades, server installs and issues involving vendor software defects, Citrix, SQL and SSIS, Disaster Recovery.Spearheaded improvements to Online Banking systems (web services, portal and authentication technology including Plumtree, Oracle COREid & RSA). Focus on test systems infrastructure and functional and load testing, prior to releasing new web functionality to over 1 million users. Managed releases for Consumer Credit Card system with internal team and outsource vendor, implementing new functionality and compliance-driven changes on a monthly basis, using practices similar to Scrum.Improved systems with vendor partners including CheckFree, Corillian, Fidelity National, First National (FNCCC), First Data, Maritz Rewards. Managed intranet Web Farm move of 200 sites & applications. Resolved CRM rollout issues, led Implementation Team adding web-based front end to Commercial Loans system. Directed rollout of WAN/email solution for countrywide Mortgage broker and branch offices. Merged a 4000 user, 16 application Windows Domain (for the acquired company Crestar) into the SunTrust Master Domain. Managed a company-wide email implementation and conversion using scripted PC installs, authored intranet support site.

CHESAPEAKE INSURANCE, Richmond, VA [ 9/94-6/97 ], Director of Information Systems. Current name is Berkley Mid-Atlantic Group.Achieved consistent quarterly reductions in IT expenses as a % of sales, in a rapidly growing "paperless" small company. Managed a wide range of in-house and outsourced systems: Image, LAN, WAN, Remote Access, Database, Windows. Designed, implemented model to add and support branch offices with frame-relay links, vendor support contracts. Led cross-departmental team for workflow improvement and imaging system replacement: the recommended FileNet solution was installed and remains in place at the parent company.