•Transitioned to LifeWorks formerly Morneau Shepell Ltd. when they acquired Mercer’s Large Market Health and Pension Administration in 2019. •A key member of the IT Enterprise Application team leading aspects of the migration of the Document Management application to the new data center•Validated the implementation of the Document Management application, reconciled all data migration and ensured all client image data was successfully moved to Morneau Shepell•Partnered with the health and pension operations team to assist in successfully building a brand-new image operations team. Created the new standard operating procedures which included a new front end mail receiving process, scanning procedures for incoming mail from clients and inbound check processing procedures.•Met with vendors to determine equipment and supplies needed for the new operational team. Aided in the procurement of hardware and software needed to stand up in the data center. Reviewed volumes to establish base need enabling the team to be ready on Day 1 – Go Live.•Implemented a web-based Outbound Fax Utility on the RightFax platform that allows Health and Pension colleagues to fax documents to clients and participants from anywhere. Created training materials and delivered training to operation teams.•Led process to barcode all client forms, which allowed for automated processing of data with less manual intervention•Provide RightFax/Image Fax administration (Outbound and Inbound) managing the adding of new phone lines with the business and technology team. Validate integration with the Document Management which allows for faxed items to be displayed in image application

•Acted as a Business Partner managing software development for large and mid-market Health and Benefits platform following the Agile Scrum system development methodology and business growth in various areas of DC. •Worked with the business teams to create ROI justification for enhancements•Managed the data and image on-boarding process for clients by conducting meetings with technology, business and client teams. Created requirements documents.•Supported High Speed Document Scanning Hardware and Software application•Responsible for barcoding, testing and production turnover of new client forms delivering enhanced identification for scanned inbound forms reducing time it takes to index and send forms to process.•Worked with the offshore development team to automate forms production turnover process•Traveled to India to train and review business practices with offshore colleagues. Built mutually beneficial relationships that created a cohesive work environment•Supported Document Management & Tractus Image and Workflow systems•Provided RightFax/Image Fax administration managing the adding of new phone lines . Validate the integration of the line with the Document Management System

Managed software development and supported Defined Contributions Record Keeping, Trust Company reconciliation, and daily updates to databases for use to assure compliance with NSCC trading guidelines•Implemented Optical Character Recognition (OCR) and Intelligent Character Recognition (ICR) for forms•Implemented the Wausau ImageRPS – Remittance Processing System encoding and endorsing checks•Managed 3 analysts and provided coaching and mentoring.

Led 25 employees who worked on the check remittance system encoding checks and prepping for bank deposit • Reconciled all deposits nightly to ensure all checks were accounted for. Handled client and customer inquiries and problem resolution• Trained new hires, mentored coached and administered performance reviews