Sammy Lu Email & Phone Number

Toronto, Canada Area

Project Management• Acting as the bridge between Stakeholders and IT in understanding the project concept, objectives and approaches.• Takes assigned project from original concept through final implementation.• Creates and maintain project schedules by developing project plans and specifications, estimating time requirements, establishing deadlines, monitoring milestone completion, tracking of the project product/service lifecycle, providing timely reporting of issues that impact project progress, coordinating actions, and resolving conflicts. • Conducts scheduled project meetings.Business Analysis• Conducts Requirements Gathering and JAD sessions to understand and document client requirements. • Works closely with Client Stakeholders and business partners to identify and maximize opportunities in the use of Toogood Financial ASP and Web based Investment Management solutions in the areas of portfolio management, securities trading, FIX and client CRM reporting to improve efficiency, service and/or business processes.• Reviews, analyzes, and creates detailed specifications/documentation of business systems and user needs, including workflow, program functions, and steps required to develop or modify the applications in an Agile Methodology based environment. • Reviews use cases and other technical documents with IT project staff to ensure business requirements are adequately reflected in technical planning documents.• Solicits sign off on Business Specifications from Client Stakeholders.• Mentors and trains junior analysts on the use of the application and understanding of the industry.Quality Assurance and Testing• Creation of automated test scripts for unit, integration and end-to-end testing of new and revised program codes.• Defines, develops and implements test scenarios, end user test plans and other QA assessments.• Documents and report on all anomalies according to severity and escalation guidelines on JIRA.

Toronto, Canada Area

Management and Technical Guidance• Created and enhanced QA policies and procedures for all Basis 100 Mortgage Orientation products, addressing all phases of product development.• Directly managed Quality Assurance Team Lead, Quality Assurance Analysts and Testers including the preparation and delivery of staff performance evaluations and career development activities. Team size ranges from 3 permanent staff and up to 10 contractors.• Managed department and overall expectations pertaining to setting accurate schedules, costs and resources.• Ensured delivery against QA department goals and objectives, i.e. meeting commitments and coordinating overall quality assurance schedule.Process Management• Maintained product consistency throughout product cycle, to include the design, define and build phases through quality checkpoints and testing.• Developed and manage quality assurance metrics for performance improvement of all teams.• Implemented ongoing quality improvement processes working with interdepartmental teams.Project Management• Managed the planning and execution of product testing efforts, including all associated resources to meet committed delivery dates.• Provided effective communication regarding issues, objectives, initiatives and performance to plan.• Worked with Project Managers to develop project schedules and resource allocation models for QA related projects.• Responsible and Accountable of flagging the timing of interdepartmental deliverables and the quality of their output.Organizational Liaison• Managed and responded to Software Quality Assurance issues with related groups such as Development, Database, Integration, and Customer Support.Quality Management• Evaluated and implemented Automated QA tools, processes and solutions.• Anticipates program release problems and takes corrective action, escalating as needed, to resolve and achieve commitments.

Toronto, Canada Area

Business Analysis• Conducted Requirements Gathering and JAD sessions to understand and document client requirements.• Worked closely with Client Stakeholders and business partners to identify and maximize opportunities in the use of EC-Gate wireless B2B application and technology to improve efficiency, service and/or program business processes.• Reviewed, analyzed, and created detailed specifications/documentation of business systems and user needs, including workflow, program functions, and steps required to develop or modify the applications using Rational Rose methodology.• Reviewed use cases and other technical documents with IT project staff to ensure business requirements are adequately reflected in technical planning documents.• Solicited sign off on Business Specifications from Client Stakeholders.Quality Assurance and Testing• Created automated test scripts for unit, integration and end-to-end testing of new and revised program codes on Web Front End, Middle layer and Back End SQL Database.• Defined, developed and implemented test scenarios, end user test plans and other QA assessments.• Documented and reported on all anomalies according to EC-Gate severity and escalation guidelines.

Toronto, Canada Area

• Acted as the front line to interface with both technical and business resources at client sites to trouble shoot and resolve production and testing issues. • Worked with clients to interpret business requirements and translate proposed system into a detailed Business Specification. Also Prepared functional requirement documents for clients. • Worked directly with client to perform data conversion mapping activity from client’s legacy application to SS&C (FMC) PACER platform’s database on a field by field level. • Worked closely with internal QA and Development departments to ensure timeliness and quality of final product. • Trained clients on new Portfolio Management platform during product rollout. • Supported all customer production problems including after hours support as needed. • Created Test Cases and Scenarios and coordinated with QA in testing all new code fixes and enhancements.

Toronto, Canada Area

• Worked with client business teams to triage issues on the production sites running the IBM/Footprint Retirement Income Management application.• Researched problem reports to diagnose root cause. • Maintained a local build environment to enable debugging of more complex issues.• Escalated issues according to IBM internal issues escalation procedures.• Researched and developed Business specifications on new feature requests from clients.• Participated in code development for regular, scheduled releases as directed by tech leads.• Perform QA Unit and integration testing of new and updated program code.

Hong Kong

Hong Kong

Hong Kong