Provide process modelling services to Toronto Dominion Bank

Providing UiPath RPA business analysis consulting services to Bank of America

Client – Resideo is a leading global provider of home comfort and security solutions, present in more than 150 million homes globally, and installations in 15 million Our ADI Global Distribution business is the leading wholesale distributor of security and low-voltage products.To reduce the ADI Global Distribution production requirements Product Backlog by assisting the Product Owner in writing User Stories and getting them approved by the Business Community• Elicit Business Requirements based on limited information entered in the Resideo JIRA application.• Created user stories (in Confluence) for the development team in order to implement changes to the ADI Global Distribution website and mobile application.• Collaborated with client ADI graphic designer to acquire future state graphics for desktop and mobile screenshots in order to illustrate changes in the user stories.• Confirmed all business rules and access roles which applied to the user stories.• Attended all required Agile methodology meetings to support the delivery process. (i.e. Onshore/Offshore Daily Scrum, Sprint Planning, Sprint Grooming, Sprint Retrospective)• Utilized Microsoft Visio to document the future state website navigation and decision point processes to augment the user stories.

Client – The Office of the Special Deputy Receiver (OSD) and Triad Guaranty Insurance CorporationFirstGen Product Replacement for the Mortgage Industry New Technology (MINT) Application Project.• Elicit Business Requirements to create a Business Requirement Document (BRD) to support the Customer Service, Billing and Cash functionality in the MINT application. • Co-authored the Loss Management BRD which supported OSD Triad operations• Collaborated with NTT DATA FA Insurance Systems (NDFS) FirstGen product team to understand the FirstGen product Billing module in order to identify the features requires from the MINT application.• Utilized Microsoft Visio to document the “As-Is” Billing/Invoicing and Cash/Remittance processes.• Captured Non-Functional Electronic Data Interchange (EDI) requirements between the MINT application and 3rd party vendors (Black Knight and FISERV) and other Servicers to exchange Billing/Invoicing and Cash/Remittance information.

• Write Functional Requirement Documents(FRD) to support the Annual Individual Enrollment for both (On-Exchange) the Health Insurance Marketplace as part of the Affordable Care Act and Off-Exchange Blue Cross enrollees• Elicit requirements from key Blue Cross of NC stakeholders in order to create a FRD; which will satisfy the compliance changes made by the Center for Medicare and Medicaid Services (CMS) 2018 Enrollment Manual.

Consumer and Business Fraud Prevention Support - Provide guidance and governance of risk, controls and compliance for Check Fraud, Digital Fraud and Fraud Hotline Calls Centers. Areas of expertise:- Change Management- Operational Readiness- Policy and Procedures for frontline Fraud Specialist- Telephone Consumer Protection Act(TCPA) Compliance- Risk Control Self Assessment(RCSA) Testing- Business Process Improvements- Project Management- Business Process Owner Support for Robotics Process Automation(RPA) Initiativs;o Create and submit RPA use caseso Document create/update current state “As-Is” control and process mapso Determine business saves and acquire approvals from finance officeo Engage Compliance Office for approvalo Provide support during feasibility reviewo Participate in Target State Design meetingso Support design BOT solution and requirementso Determine metrics to track BOT performanceo Onboard and own BOT and manage BOT lifespano Monitor and manage BOT, track metricso Reconcile and realize save post BOT deploymento Recertify the BOT to ensure BOT is running- Governance to support Fraud Prevention operational changes to comply with Risk, Compliance and Legal partners to address;o Anti-Money Laundering (AML)o Know Your Customer (KYC).o Suspicious Activity Reports (SAR’s)o Politically Exposed Persons (PEP)o Bank Secrecy ACT (BSA)o Patriot Acto Office of Foreign Assets Control (OFAC)- Responded to both internal and external exam request from:o Compliance o Controlo Audito Office of the Comptroller of the Currency (OCC)o Consumer Financial Protection Bureau (CFPB)

Business Process Modeling (BPM) in systems engineering and hardware engineering is the activity of representing processes of an enterprise, so that the current process may be analyzed and improved. BPM is typically performed by business process modelers who are seeking to improve process efficiency and quality. The process improvements identified by BPM may or may not require Information Technology involvement, although that is a common driver for the need to model a business process, by creating a process master.Trained in the BPM Center of Excellence at JPMC which embrace the PEGA Systems Engagement Model. Base of model is utilizing the Direct Capture of Objectives under a Agile Development Methodolgy.

Role of the Business Policy / Rules Analyst which is a special business analyst with a strong knowledge of how the business rules application runs.As a Principal, I also am one of the Business Development Managers to provide leadership, support, and vision to a team of experienced staff who provide sales and support for Channel Partners, resellers, brokers and end users. Maintain and establish contacts and relationships with Senior IT decision makers in the Business Rules Intelligence space.Coordinate the use of external Selling resources including but not limited to: brokers, Channel Partners, and resellers.Manage the relationships with a well-developed group of quality resellersCollaborate with the Marketing effort of the company to better communicate our unique selling advantages. Work with client managers on corroboration of Sales specifications and requirements Researches, interviews, screen, and works with prospects for direct sales opportunities, works closely with Professional Services group, including coordinating information needed for proper demonstrations. Prepares written proposals to clients as needed, but always in a timely manner.

o Took the role of Project Delivery Manager supervising 22 Perficient resources and working with a co-requirements team of 10 other resourceso Managed and updated PMO EDI project plan and gave weekly status reports to the product ownerso Interfaced with the Scrum master to size and manage sprint developmento Project managed B2B Gateway work stream which passes transactions to BCBSMA back end systems (EDIFECS) utilizing; Axway (Tumbleweed), NEHEN(New England Exchange Network), Blue Exchange, EMDEON, NASCO(National Account Service Company LLC (NASCO)o Managed Service/Adapter development team through the development team leado Project over site to the Operational Data Store project teamo Co-managed Infrastructure team with BCBSMA project managero Reported weekly status to the BCBSMA Chief Technology Officer

-Took on the role of the Rule Policy Analyst which analyzed business processes and related railcar repairs to the fleet of GATX railcars-Grouped business rules into Intra-Line, Inter-Line, Equipment Comparative, Programs Comparative, Repair History and Service Level Agreement-Performed data analysis of railcar repair job codes from Association of American Railroads (AAR), National Industry Transportation League (NITL), Railinc (Clearinghouse) and GATX’s internal codes. oCreated Business Rules Design Document

• Responsible for the business rules management’s success for Electronic Enrollment System which involves the IBM/ILOG JRules 7.0 business rules product and the Facets/TriZetto’s product interface.o Mapped business rules to the new “To-Be” processo Utilized Case Complete requirement tool to build the business rules repository o Identified the use of rules in processes that implement business policies o Ensured the quality of the business rules o Ensured that consistent terminology is used in the business rules in order to build a common vocabulary and a domain data model o Analyzed business rules to identify conflicts, redundancieso Made recommendations for business rule changes based on business knowledge o Facilitated resolution of business rules issues o Acted as consultant for the project team

•Utilize project management processes and methodologies (PMBOK) to ensure projects are delivered on time, within budget, adhere to high quality standards and meet customer expectations•Accountable for multiple deliverables associated with a project•Research and develop project timelines, deliverables, resources, task and dependencies based upon the project capability•Maintain project level work breakdown structure by tracking events, task, dependencies and progress within a project plan•Communicate project status and advise project team, customers and staff on tactical solutions to dealing with barrier within a project•Lead, manage and coach project team members, involving significant integration with Delivery Systems and other enterprise areas

•Mentor Business Analysts on the proper structure and classification of business rules.•Assisted IT development team in completing a proof of concept on ILOG’s Rules for .Net product.•Educated the clients Credit Loan and Document Administration organization on how to capture and document business rules. •Shared ‘best practices’ of all Business Rules Management Systems and how it fits the clients SDLC.•Reviewed ILOG’s Rules for .Net environment with on-site Microsoft development team.•Performed component functional reviews with the client covering ILOG's Rule Studio, Rule Team Server and Rule Scenario Manager software.•Defined strategy for client in usage of ILOG as a Business Rules Management System (BRMS).•Conducted project reviews and played an active role in architecture governance.Performed tuning of business rules.

•Perform and support the launch of the next version of major automobile manufacture dealer support system to USA and Mexico.•Using the client’s propriety SDP-21 internal SDLC produce systems documentation which satisfies the internal quality control standards.•Research and conduct business development sales opportunities in the greater metropolitan Detroit area.

•Evaluated and developed level of effort (LOE) analysis on timekeeping application for international deployment.•Performed requirement gathering and analysis of key corporate applications for integration into corporate portal.•Oversaw and served as Project Manager for TimeSite COTS product production integration.•Contributed to the definition and implementation of IT quality standard operating procedures for business solution development.•Proposed architectural design and collaborated with external development groups in the conception and construction of enterprise intranet.

To supportand launch the ILOG JRules Home Equity project.

•Guided WorldCom’s global user community (thirty-four organizations) through business process re-engineering of the global network outage and reporting system. Results were elimination of over twenty processes.•Identified redundant processes that were automated utilizing business rules technologies. Processes now used in Network Operations Centers (NOC) in London, Amsterdam, Frankfurt and Cary, NC.•Led, as Project Manager, the deployment of two highly visible and “sensitive” network applications for domestic and international clientele.•Supervised the purchase, delivery and installation of high-end Sun Microsystems enterprise hardware into multiple majors WorldCom data centers.