Rob Morrison Email & Phone Number

Kitchener, On, Ca

Waterloo, Ontario, Canada

Waterloo, Ontario, Canada

Guelph, Ontario, Canada

Waterloo, On

Manage a team of 17 Project Managers and Business Systems Analysts for Sun Life’s Digital Solutions team:• Coach and mentor BSAs of various experience levels situated in both waterfall and agile environments in three Sun Life office locations (Waterloo and Toronto)• Provide coaching and performance feedback through regular one-on-one touch points with the team• Drive and support custom career development plans for each BSA and advocate for career-aligning assignments with IT Account Delivery • Recognize outstanding performance through recognition events and corporate rewards programs• Conduct formal mid-year and end of year performance reviews including salary adjustments and role progressions/promotions• Advocate and assist the team with Human Resources-related questions and issues• Recruit and select for open BSA roles within the Digital Solutions team• Develop and execute on BSA practice-related initiatives and foster team involvement in Sun Life Global BSA practice initiatives • Host new hire onboarding sessions for new team members at multiple sites• Organize and host DS-wide team events (~200 team members) in Waterloo/Toronto• Requirements Management Tool training and change management for Digital Solutions team (transitioning from HP Quality Centre to Jama requirements management tool)

Waterloo, On

• Lead BSA for Digital Solutions Individual line of business: resource planning/allocation, ensuring appropriate and effective BSA involvement across the Individual Portfolio• Elicited and documented requirements for large custom development and vendor implementation initiatives ($750k- $2 million) for e-signature, fund management, wealth and insurance web portals (Sun Life/third party Advisor and Client-based) • Recruitment & selection assistance for Digital Solutions BSA team • Lead estimator for Digital Solution Individual BSA team: provided BSA estimates for proposed projects in concept stage• Provided career development direction to BSA team

Waterloo, On

• Elicited and documented requirements for small and mid-sized initiatives ($75k to $500k) for fund management, wealth and insurance web portals (Sun Life/third party Advisor and Client-based) • Responsible for BSA planning and managing junior BSA allocations/ensuring quality of BSA deliverables • Accountable for risk-based testing analysis (system risk assessments)

Waterloo, On

• Program and Project Manager for Sun Life’s Money for Life Campaign (Money for Life Web Application and National Advertising Campaign) • Coordinated Sun Life’s Distribution (Sales) and Marketing’s Project Management Office and Money for Life’s Executive Steering Committee• Portfolio Management including resource/capacity planning, portfolio dashboard reporting for Distribution and Marketing leadership team

Waterloo, Ontario

• Intermediate Business Systems Analyst lead for enterprise-level Wealth initiatives including Univeris (Fund Trading) upgrades and custom development of Account Holdings Tool (Advisor tool for ensuring enforcement of Know Your Client and Investment Objective compliance standards • Responsible for requirements gathering/documentation, BSA planning and acting in a lead BSA capacity for small teams of assigned project Business Systems Analysts

• Developed functional requirements and managed technical roadmap for BlackBerry Developer Portal (http://us.blackberry.com/developers/)• Developed business and functional requirements for Identity Management program initiatives• Developed/managed IT support plans for BlackBerry Developer Portal• Developed deployment solution for evaluation and onboarding of BlackBerry PlayBook within RIM

Waterloo, On

• Gathered and documented business and technical requirements for task and project-level human resources initiatives (<$200k): responsible for requirements detailing creation of a new HR reporting web tool (retention and employee benefits data)• Documented current/future state business processes through Business Process Modeling Notation (BPMN)

A.It, Applied Information Technology

B.A., Philosophy And Psychology