James Carlson Email & Phone Number

Remote

Lead development teams within Business Solutions area of IT, focused on internal operational and financial systems for the insurance company. These include data engineering, reporting and analytics, workflow automation and application support.Lead teams to deliver integrations and tooling required for company-wide implementation of global financial applications including MS Dynamics 365 as part of long-term financial transformation project. Drove the adoption and standardization of Agile/Scrum practices across development teams in collaboration with Product Management and others.Collaborated on technical roadmap for new infrastructure and adoption of DevOps processes (CI/CD) and future use of cloud-native solutions such as Azure SQL and ADF.Collaborated with team leads for recruiting both FTE’s and contractors as resource needs changed. Engaged with both external recruiters and contracting/consulting firms in the US, UK and India to identify, interview and recruit new team members.

Lead fully remote, team of FTE’s and contractors responsible for development of operational, regulatory, and client service reporting and analytics, using SQL Server tool set with PowerBI. Engaging with internal stakeholders to understand their needs and design reporting solutions that provided visuals, aggregated metrics and detailed information on policies, premiums, and claims.Managed day-to-day activities of the team, tracked development and testing work, and adopted Agile/Scrum processes for development cycles. Engaged with product owners, QA resources, and other technology teams to deliver new reporting and enhancements requested by the business stakeholders. Oversee resolution of production incidents, directing team resources on data refresh failures or defects as they occurred.Responsible for recruiting both FTE’s and contractors according to planned resource needs for the team. Engaged with both external recruiters and contracting/consulting firms in the US, UK and India to identify, interview and recruit new team members.Defined processes for administering the PowerBI portal service for end-user access and publication of reports and dashboards. Directed support team on licensing as organization grew, gatekeeping for higher capacity licensing.

Create and execute the business intelligence and data analytics strategy and roadmap for ESIS organization in collaboration with business leaders and executive leadership. Pre-sales support including participation in RFP’s, software demonstrations, and sales presentations. Post-sales support for implementation and custom reporting development.Lead design and development of QPAT tool for quarterly review of key client metrics, enabling the client service function to have meaningful and responsive discussions with customers as they execute annual plans, resulting in greater client engagement and satisfaction.Lead BI team to deliver data analyses to demonstrate effectiveness of various elements of Managed Care program on work comp and disability claims, resulting in client satisfaction and expansion of additional services. Partner with service vendors to exchange data required for analysis and collaborate on joint data studies.Lead BI team to design and develop a reserve adequacy tool for assessing reserves and identifying patterns in reserving over time focusing on business lines and geographical variables, leading to process improvements identified and implemented at the field office level.Engaged with implementation of new claims system, focusing on development of new tooling for a faster and efficient claims takeover/data conversion process.Partnered with other organization leaders to launch Communities of Practice for data management and agile process adoption.

Nashville, Tennessee, United States

Designed and lead development of OLTP application databases for numerous projects related to Talent, Finance, Operations and LOB (client service) areas, functionally ranging from process workflow management, survey tools, facility management, business operations support, mobile device management, and succession planning. Projects executed in waterfall and Agile methodologies.Architectural owner for the firm’s SQL Server-based master data repository providing data to more than 300 downstream applications used by various areas of the firm, and potentially impacting all 60,000+ colleagues. Managed database changes and ETL processes feeding it, enforced usage standards and governance processes for obtaining access. Oversight for support and performance tuning. Provide guidance and oversight to developers in constructing SQL views and APIs for consumption by downstream applications. Coordination with teams for upstream enterprise systems (SAP ECC and BW) to implement data changes and enhancements the source data stores.Data architecture and modeling for large SAP HANA data warehouse supporting several internal analytics applications. Working in a studio model within an Agile framework to plan, design and build out data warehouses to support analytic applications and reporting developed in multiple front-end tools (Tableau, QlikView, Crystal Reports).Ongoing collaboration with other data architects to execute strategy for implementing SAP HANA as a new generation analytics platform, establish development standards, governance, and strategic roadmap for the platform within the organization.Participate in the Architecture Community of Practice within the larger organization to establish and implement standards for application and data architecture. Participate in various architecture reviews as part of deployment gates to ensure that high-level architecture and designs fit within approved design models and toolsets.

Memphis, Tennessee, United States

Day-to-day management of DBA’s, ETL and Portal Administration teams, oversight of database management, data modeling, data management, ETL process design, database and software upgrades and software license management.Project lead for initial working group that implemented claims data warehouse and business intelligence platform. Lead committee that evaluated toolsets (database, ETL, and business intelligence suite). Recruited staff for new data warehouse team. Responsible for implementation and administration of BI portal and initial development of query models and reports. Planned and organized initial training of 200+ internal users.Oversight of design and development of client-specific data marts for custom data consolidation and reporting leading to the development of a product offering as a Risk Management Information System. With varying degrees of customization and complexity, the RMIS data marts serviced 20 clients and produced nearly $2 million in revenue from on-going maintenance, add-on services and new development. Designed data mart for field office operational metrics reporting through a dashboard solution. Lead development of data mart, ETL, dashboards and reports. Supported transition of future report development to business teams with self-service model.

Memphis, Tennessee, United States

Key contact/resource for new and potential clients seeking to meet unique needs by applying technology-based solutions to claims management issues. Pre-sales support for RFP’s, software demonstration, technology pricing, requirements gathering and solutioning, and other presentations.Ongoing liaison for existing clients and field offices with IT staff in execution of service performance and addressing new needs such as custom reports, interfaces, and functional enhancements to the claims management system.Involved in implementation of new business services for new and existing clients and internal customers such as customer call centers, internet-based applications, data warehousing, imaging systems, and computer-based training.Oversight responsibilities for client data conversions into the claims management system including reconciliation of financials and claim volume to previous vendor’s data feed.

Memphis, Tennessee, United States

Responsible for all non-development staff supporting the user of a claims management system (including help-desk analysts, production control, data conversion team, technical writers, and trainers with the department total of 24 colleagues).Planned and lead implementation activities for new claims management applications across the organization (40+ offices and over 800 users). Coordinated all aspects of the 15-month system rollout/deployment including: scheduling, training, and data migration. Implemented call and project tracking system as well as telephone ACD and monitoring systems, resulting in improved efficiency, better metrics for management, shorter incident durations and improved end-user satisfaction.Streamlined claims takeover/data conversion process, managing conversion programmers, reducing the average turnaround time for conversions from 6 weeks to 2 weeks.

Memphis, Tennessee, United States

Development and maintenance of software for the claims management application using Progress 4GL on UNIX platform including reports, online functions, and claims takeover data conversions.