Phyllis Patterson Email & Phone Number

Tampa, Fl, Us

Tampa/St. Petersburg, Florida Area

Responsible for providing PMO support, data analytics, and process re-engineering for Part 30 Core Capabilities Key Initiative as a part of FRI (Finance and Risk) organization. • Managing the execution and completion of deliverables required as part of OCC and Board commitments. Including tracking artifacts in PTS and LPMT, delivery of finished BRD, FRD and UAT testing plans.• Developing business architecture using requirements such as scope, processes, alternatives and risks.• Analyzing client business requirements and processes through document analysis, interviews, workshops and workflow analysis.• Partnering with cross-functional departments through requirements gathering, functional, regression UAT and integration to ensure client needs are met.• Communication with client regarding business requirements by constructing easy to understand data and process models.• Providing input into developing and modifying systems to meet client needs and develop business specifications to support modifications.• Liaison between business and technical personnel to ensure mutual understanding of processes and application.• Translating stakeholders requirements into deliverables such as functional specifications, use cases, user stories, workflow process diagrams, data flows and model diagrams.• Drafting and maintaining business requirements and aligning them with functional and technology requirements.• Facilitating weekly/monthly meetings with clients/stakeholders to document requirements and explore potential solutions.• Reporting and tracking progress working with relevant businesses, addressing progress and impact to the business, escalation of issues and tracking of all main program activities. • Assisting with development of global project plans with detailed breakdown of activities and milestones and demonstrating an understanding of the projects' interdependencies with key participants, indentifying staffing needs for UAT, training, and implementation.

Tampa Bay, Fl

• Business Analyst activities include mapping process flows and process improvement projects for Tech Data to improve cycle time of Reseller onboarding.• Hillsborough County Board of Education Instructional Service Center process improvement project to reduce backlog and re-engineer prospective teacher application (Applitrack) system and on boarding processes.

St. Petersburg, Fl

Providing project management/analysis for multiple projects with significant scope and/or division-wide impact. Reviewing of operational procedures and methods; mapping current business processes; defining and analyzing business activities; conducting benchmarking activities to identify best practices; and recommending changes for improvement. • Defining project scope and objectives through research and data gathering using a demonstrated understanding of operations, systems and industry requirements.• Developing and maintaining project schedules, prioritizing projects tasks and collaborating with other business units. • Locating, gathering and analyzing information on potential solutions and best practices and evaluating the potential benefits to the organization.• Tracking and collecting performance and status information for development of reports and planning processes.• Gathering and documenting customer requirements• End-to-end Transactional Process improvement projects using Six Sigma and Agile and Waterfall methods. • Point of contact for status reporting of all project work streams. • Developed "as-is" and "future state" process mapping; Liaison between business units, IT and other stakeholders. • Built and maintained project plan reporting. • Gatekeeper to ensure project deliverables. • Communications point of contact across projects. • Source, identify, pre-screen supplemental project contractors.• Partner closely with assigned clients, recruiter and internal units to develop in-depth understanding of position requirements.• Coordination of UAT testing with project UAT stakeholders. • Collaboration with testing team to track issues, conduct root cause analysis and remediate identified issues.• Facilitation of UAT communication and progression. Documentation and archiving of testing artifacts. • Tracking end to end UAT in Quality Center/TFS. • Work with stakeholders to develop UAT scripts and testing criteria.

Independent Consultant, Organizational Effectiveness. Delivery of project management, continuous business process improvement and quality management services for development of leadership and accomplishment of business objectives. Improving business operations management to strengthen both the functional and business competencies of client employees to enhance the functional total contributions to customer’s business success by:• Aligning business strategies and metrics to support attainment of business goalso Increasing customer revenue by $350,000o Improving order entry accuracy by 20 percento Reducing client “hidden factory” work by 62 percento Reducing non-billable (write-off) requisitions from 12.5% to less than 0.5%• Driving organizational alignment initiatives and leading transformational effortso Analyzing customer requirements, project scope, deliverables, milestones andmeasurements• Supporting change by developing key business and stakeholder partnershipso Managing internal and external team efforts toward project goalso Coaching, counseling, and facilitating team to develop and implement business strategieso Developing strategic employee and organizational competencies to build organizational capability

Managing business process improvement while minimizing the departmental impact of cross-functional change. Bridge between IT and functional business area users to help manage customer workflow. Process mapping departments to define, document, and/or clarify business inter departmental requirements and specifications. • Analyzing, troubleshooting, and pursuing root cause resolution of business process problems. • Managing small to medium sized projects for faster return on investments to increase stock price/shareholder value• Improving internal communication between departments and stakeholder groups• Eliminating non-value added activities to increase profitability of existing products/services• Reducing cycle time of transactional production/processes by simplifying work processes

Built effective relationships with all assigned account stakeholders (Segment Centers, sales, marketing, senior management and customers) to favorably impact quality targets, accelerate cash collections, influence purchasing decisions and grow account revenue. Building business-to-business relationships, and consultant for customer applications of Xerox products.Enabled resolution of $1.23 million in aging against an open 90+ file of $1.63 million for Top Five accounts.Championed relentless customer focus by exceeding the resolution target for 30+ days aged inquiries. For 2002 the target is < 9% aged beyond 30 days; the final rate was 4%.Improved cash collections by resolution of top five 90+ aging accounts 50% within 60 days. Final actual was 75.5% which exceeded the target.

Supported 100 Sales Representatives and Senior Management Team in processingcontracts to meet customer requirements and comply with corporate policies andprocedures. Site champion of the contract/pricing and sales review processes.Developed and published "Contract Toolkit" manual for sales reps and managerson"how-to's of submitting contracts as strategy to improve rate of rejected contracts.Reduced contract cycle time by increasing number of faultless contracts (acceptedon first edit).

Responsible and accountable for management of order processing, procedural andfinancial editing and invoicing of all products and order types. Managed localinternal and external customer resolution process for rural and metro agencies,managers and staff.Enhanced order-to-install process efficiency, reducing cycle time to lessthan 2 days for edit to input process.Delivered Cost-Per-Copy and New Order Entry Document training to sales force.

Singly managed and maintained full operational responsibility, supportingcompensation program for sales force of 200.Improved bottom line revenue by carrying 1.8 persons commissions workload,eliminating need for an additional administrator.Provided consultation to field sales and marketing management, providingtechnical and analytical support.

Responsible for equipment and asset control. Direct support to District Managerin providing and analyzing internal corporate marketing support data. Performedgeneral market and business analysis as assigned.Using internal business analysis tools, interpreted data from a variety ofsources to improve district performance against corporate goals.

Ensured implementation of corporate policies and pricing actions. Identifiedoperating deficiencies, while managing customer invoicing.

Conducted technical training of external customers on Xerox high volume and word processing products.

Developed and implemented drug and alcohol community education programs..

Planned and implemented curriculum agenda to classroom of 30 fourth and fifthgrade inner city students.

Master, Project Management

Master Of Arts, Education

Bachelor Of Arts, English And Spanish