• Marketing and Performance Analytics (3.5 years): create & maintain Qlikview dashboards, report on KPIs and analytics metrics, increase quality and reduce costs to business. Mitigate risks, blockers.• Managed Engineering & Analytics teams. Developed innovative data learning models, enrichment metrics utilizing historical data to predict future product/health choices, personal records accessible on electronic devices. Digital and web tools usage, metrics of data gathered and evaluated: chat, standalone cobrowse, chat & cobrowse, single & multi-chats. Qlikview dashboard reporting analysis.• Build Knowledge: confluence wiki: data sources, dependencies, upstream requirements (neighbors), defect analysis, bridge gaps, identify solutions, align priorities with business requirements• Impacts: Pharmacy, Emergency Room, Medical Facilities for acute care, ranked members on past healthcare, predict behavior (historical emails) for healthcare topics of interest• Drive ceremonies: daily standups, SoS, ART Sync, backlog refinement, iteration planning, PI planning and preparations, demos, retrospectives, root-cause defect analysis, team building events.

• Develop and coordinate sales and methodology in order to maximize global technology sales.• Direct and coordinate company sales and marketing functions.• Direct and oversee company marketing function in order to identify and develop new customers for technology services.• Research and develop strategies and plans to identify marketing opportunities, direct marketing, and new project development.• Analyze and evaluate the effectiveness of sales, methods, costs and end results.• Develop and manage sales, marketing budgets and internal operating budgets with partner.• Plan, coordinate and attend public events. Communications include public relations and community outreach.• Manage the development of client accounts, and coordinate the management of all other accounts.• Develop new project proposals with participants.• Establish and implement short-range and long-range goals, objectives, policies, and operating procedures.• Supervise planning and development of company marketing and communication materials.• Represent the company at various community and/or business meetings to promote GTS services.• Supervise the preparation, issuance, and delivery of sales materials, and promotion programs.• Promote positive relations with partners, vendors, and distributors.• Recommend and administer policies and procedures to enhance operations.• Produce quality materials within tight timeframes while managing several projects.• Work with corporate partners to develop five-year and ten-year business plans for the company.

• Kick-off & weekly team meetings on Childcare Quality Info System (QIS Q-Star) implementation with Branagh vendor, CIO & Sr. VP to implement QIS Q-Star System to track & rank key indicators on providers (education, training, food, safe & healthy environment, First Aid & CPR) in state of CT. • Assessed needs to develop new systems and improve existing program designs. Defined project boundaries and formulated budgetary guideline with CIO. Developed project plans, managed time frames and budgets.• Agile/scrum weekly sessions: project status, remaining tasks in sprint, follow-up take-aways, issues/risks tracked with contingencies, helpdesk initiatives.• Managed Health & Safety course provider registration changes (WordPress design), Care 4 Kids system enhancements, & new webpage designs to www.qispublic.211ct.org• Communications & Visio presentations: current and future states, project status, track costs. • Database upgrades & troubleshooting with team (new courses & QIS data uploads): CCMIS, NNACCRA, eLicensing, Registry, BOOKEO.com.• Ran team reviews: weekly project status, technical & analytical developments, data & requirements, business rules (childcare centers, individual providers), next steps, take-aways, issues/risks with mitigation plans. * State of CT budgetary restraints, left in excellent standing with a track record of success and great recommendations.

• Phase I: Checkfree IRS mainframe system for replacement by 1099Pro web/desktop system, $750,000.00 project, managed 14+ resources, Waterfallo Lead project meetings, worked with Tax Compliance SMEs, IRSC vendor, QA, architect, developers on business/functional requirements for 1099Pro (web and client desktop). o Managed analysis of master file layouts with business rules for tax forms (W-2, 1099, 5498). o Lead meetings/ follow-ups with 40 source areas (95 input files, (daily, monthly, YTD, annual frequencies); sterling channels established to land files QA/Production server. o Supervised resolving issues and risks (eg new filename lacked proper identification for file processing in 1099Pro (e.g. system-ref-id established for IT scripts, Scheduler, Unpacker to identify layouts, handle pre-processing and load data to 1099Pro. o Managed resources with clear communications, data gathering, expectations on deliverables and closure gates that involved all levels in the organization. o Tracked project milestones, adjusted project plans/ resources to meet customer needs.o Leadership advised: weekly status on progress, issues/risks, contingency plans, day 2 overflow and effective solutions to satisfy the customer.o New Processes /Operational Docs created for production support; new PCode (6 key concatenation) to load 1099Pro for retrieval and printing, other new functions for 1099Pro.o Monitored project management processes and methods for projects to deliver on time.o Process improvements: 1099Pro new features streamlined search, selection, updating and printing forms, source systems owning data accuracy on files using QA region, production support involvement, call center handling issues freed up Tax Compliance SMEs time.

Annuity Products, IISRP Bermuda Replacement Project, Windsor, CT • Web application: Customer Link (clients) and Broker Portal (brokers and Firms) allow user access to investment account(s) reports, transaction confirmations, prospectus, Welcome Kits, annual, semi-annual, and quarterly statements as PDF documents to view online via Sun Life Financial Intranet. • Phase I 2015: Web based IMS system (Kane vendor) provides single logon to replace Customer Link and Broker Portal separate logons. User(s) on an account can access new Bermuda products purchased: Sun Investor (SI), Sun Fixed (SF), and Sun Secured Advantage Plus (SSAP).• Phase II 2015: Migrate all CL and BP data for clients, brokers, Firms on an account to IMS system.• New product marketing specifications analyzed beneficiaries, product features and formulas identified. Over 500 product business rules created for business owner approvals. • Three Annuity product requirements developed for SI, SF and SSA Plus; elaboration and clarifications in meetings with Sun Life and Kane vendor teams.• Analysis, extrapolate and create documents from key data in spreadsheets, grids, data mappings, maintained on Sharepoint.• Use Cases created for Web based IMS system, reviewed and approved with teams to manage delivery of documents, manage delivery preferences, manage e-Alerts, manage e-Alert preferences, manage restrictions.• Identify resources and roles for communications and data gathering sessions.• Agendas and attachments/links distributed prior to meetings; ensure key participants can attend; lead discussions, distribute meeting minutes with assigned take-aways for follow-up and any gaps identified.

Navigator Member System, IOP Secure & Historical Imaging, National Accts Private Exchanges, Medicare Broker Hierarchy, Hartford, CT • Navigator Member System - support for medical coverage and benefits, (SBCs, SoBs, pertinent documents), claims (detail pages), dental, vision, discounts, HSA, Payment Estimator, programs promoting healthcare, supported 200 applications on Agile/Scrum team. • Daily Scrum meetings to provide current project status, progress, delegate tasks, raise issues, resolutions, next steps.• Create Epics and Stories in RTC tool (sections for overview, acceptance criteria, links and history), written based on member experience desired, prepared for next sprint in pre-planning meetings.• Create agendas with completed stories: story numbers, requirement description, URL’s, member id/password for product owner demos, present work completed on last day of two-week sprint.• All Projects:o Lead meetings with agendas to appropriate invitees, ensuring key participants can attend.o Identify resources for communications/data gathering meetings: stakeholders, sr. business leads, SMEs, BAs, ADA, architects, QA, programmers for project infrastructure impacts: marketing, pharmacy, claims, finance, Medicare, sales,(Next IT & Webtrend vendors)o Lead positive data gathering sessions, prepare and distribute meeting minutes, create and maintain requirements and distribute to team, analysis of spreadsheets and grids for discussions, maintained ClearCase and Sharepoint with latest documentation.o Drive to resolve gaps and make clarifications in requirements with team, for sign-offs.

• Lead gathering sessions, create requirements and analysis grids, project management for PPACA Healthcare Reform: IR713 PPACA HPS Summary of Benefits and Coverage (SBCs) - MyCigna.com for post-enrolled SBCs, IR713.01 Collibrium TUO SBCs – Cigna.com for pre-enrolled SBCs, IR737 PPACA Women’s Health Preventive (CO, FL, GA, AZ, TX, NC, SC, TN, CA), IR760 Essential Health Benefits, IR675.06 MLR Rebate Checks and Notices, IR708 MLR Get Group Requirements.• Lead team status meetings: review status reports, delegated tasks, due dates (project plan), progress, issues, resolutions, next steps; distribute notes with assigned take-aways after meetings.• Identify resources: senior business leads, SMEs, BAs, ADA, architects, QA, programmers, management, understand infrastructure impacts: marketing, pharmacy, claims, actuarial pricing, finance, direct to consumer websites, sales, operations, vendors (HPS, Tranzact, Colibrium).• Create and execute test plans, test scripts, use cases for end-to-end testing of desired results, analyze GoogleAnalytics and WebTrends counts for test cases/ criteria.• Projects above impacted Broker Portal, Online Application, and Quick Quote websites to display new/updated docs for customer and broker viewing: SoBs, OOCs, SBCs, and Policies.

• Lead information-gathering sessions for business requirements: P8147a AES Per EE Per Month Broker Commission Scale, P8147b EBS PEPM Broker Commission Scale, P8168a aMax Small Group Broker Sub Portal (Benefitfocus eEnrollment, eBilling, eSales), P8119c WKAB Print Services, P8292f Healthcare Reform Broker Comm Producer Service Fee Pass Thru.• Identify resources for meeting invites to SMEs, BAs, ADA, Architects, QA and management teams.• Team discussions with PMs and management to identify and define system interactions, data exchanges ensuring in-sync upstream and downstream applications for commissions area.• Create use cases & test scripts for expected regression, end-to-end testing for desired results.• Conduct Business Requirement work Process Reviews (WPR).• Clear Case & Clear Quest to enter updates relating to project needs (i.e. defect tracking, etc)• Sign-off of requirements, test plans, architectural, ADA and QA documents in ClearQuest.• PCRs for system enhancements considered part of a project after the P4 exit gate.• Log system defects and assign to appropriate area for resolution; work with ADA, Architects and QA on system enhancements and resolution for defects.• Project work & hours logged in Planview.• Worked with Infosys & Cognizant offshore teams.

Lauren Watson, PMPSSI Self Service - Benefits XML/ BRIX Tool - Enable Employee Enrollment process for case setup, eligibility and census management, enrollment, evidence of insurability, enhance enrollment experience for customers, promote voluntary coverage selection, improve data accuracy and transmission rates. SDI Simplified Disability Insurance Develop a low cost Simplified Disability product for GBD’s growth, target under-penetrated Consumer market. Allows employers to offer disability coverage to employees who are not under employer’s traditional STD or LTD plan. Budget Cost: Three million.Lead BE, project rqmt direction, oversee BA’s, ensure requirements identified, analyzed, documented, maintained with consistency/ traceability, all participants involved through project, Best Practices, mentoring / coaching, administrative tasks, facilitate workshop/data gathering sessions with technical, SME, BAs, business, design, testing, implementation planning.

Active committee member of PMI, PMP certification. Responsible for project management and hands-on activities: project planning, execution, development and testing using MS Excel and Word for plans, activity lists and tracking results and customer/corporate relations. Worked very closely with customer /business side to diffuse any problems or elevate as needed. Communicated major milestones, identified risks with solutions, and continued direction to the project team. Regular status meetings held to review project activities. Prioritized procedures for changing scope. Obtained feedback to assure project efforts met customer expectations agreed upon. Implementation and closings with customer approval. Cider system enhancements and new development of 70 batch cobol programs, 300 data elements, and 25 active/inactive policy databases. Ongoing support of Actuarial Cider and BKF, mainframe and data warehouse, proprietary systems for multiple lines of commercial business.