Tim Gilbert Email & Phone Number

Fort Lauderdale, Fl, Us

Wayne, Pennsylvania, Us

Provide support of enterprise systems that impact healthcare plan members and their employers, our clients, such as portals, claims processing, and machine readable files (MRF) to estimate price of medical expenses. Activities include issue/needs analysis, requirements elicitation and definition, business process analysis, data analysis and conversion, functional design, application configuration, software testing and other QA, support and user documentation, and any other associated services.

Tampa, Fl, Us

Two engagements upon my return to Kforce after 2-year consulting sabbatical elsewhere:HUMANA | Primary Care Organization (remote) January 2021 - August 2022Responsible for the project request intake process within Portfolio Management of business unit that operates two growing brands (CenterWell & Conviva) of healthcare centers for Medicare members. • Facilitated consultations between business and clinical stakeholders, IT, PMO and vendor(s) when appropriate, in order to understand problem or opportunity being addressed; market; solution scope and major business requirements, benefit, impact, funding, prioritization, high-level scheduling, and IT roadmap depictions.• Helped leadership assess prioritization to plan discovery and execution.• Coordinated and supported initial analysis, intake review, discovery, procurement and vendor contracting, planning.• Improved intake process, its tool usage and data curation, to assure broad adoption and information reliability.• Defined some project charters and business requirements; assured information security (EIP) compliance.• Prepared PCO IT weekly status report to CIO on behalf of IT VP, and bi-weekly status slide deck to bus. unit President, and crafted other important communications like IT accomplishments and kudos for all-hands IT town hall slide deck.JOHNSON CONTROLS INC. (remote) May 2021 - December 2021• Facilitated and coordinated worldwide ERP and sales systems consolidation and migration to Oracle Cloud Fusion ERP and CPQ with seamless Salesforce.com integration across product families, primarily for B2B sales, services and operations, in collaboration with business stakeholders, system integrators, internal and external IT staff.• Initiated customer MDM solution to support platform foundation for North American B2B sales.

Fort Lauderdale, Fl, Us

2 SOWs, 1st in Accounting Systems for Zuora RevPro, SAP Hibris and ECC, then later for Salesforce.com and Apttus CPQ (Configure Price Quote) sales quoting application user acceptance testing

Allentown, Pennsylvania, Us

Ryder Systems contract to elicit, define and facilitate the application development agile team's product backlog for the purpose to:1. Provide vehicle technician/manager visual dashboards, automate data capturing processes, and otherwise improve productivity and customer service of Ryder service/maintenance shop operations across US and Canada.2. Increase sales and gross margin while reducing sales cycle for used vehicle sales (big trucks, trailers and vans) by improving product pricing business processes and sales support systems.3. Automate sales forecasting via Salesforce.com and legacy billing system for used vehicles.Scrum team applications developed via Salesforce.com sales and service cloud, .Net, MS SQL, MS VSTS (Azure DevOps), Appian, MS Logic App (for MS Exchange), data warehouse Insight reporting, and legacy core applications on AS400.Reason for Leaving: Desire for much shorter commute with colleagues and former employer of nearly 7 years. Greatly enjoyed my work and teams; painful commute.

Tampa, Fl, Us

As a consultant, delivering business analysis, complex data mapping/analysis, and QA/UAT oversight for agile, waterfall and hybrid projects for the vehicle financing/leasing and protection plan services companies within private multi-billion dollar JM Family Enterprises, owner of Southeast Toyota, Toyota distributor to SE US.SETF projects include (1) implementing Salesforce.com Service Cloud. including ETL, case management, and secure messaging to customer website; (2) greatly enhancing customer VRU to improve customer experience, security and compliance; and (3) capturing additional consumer information for financing/lease origination credit analysis and profitability results. JM&A 2-phase project allows dealers to click a few buttons online to get paid on authorized claims rather than faxing in documentation per existing process. Next phase enhances this Salesforce Community Portal (B2B) through integration with mainframe, a machine-learning decision engine and business-configurable admin console, in order to automate some operational decisions.• Delivered detailed BRDs and user stories• Defined hundreds of data mappings to feed Service Cloud from at least five source databases, to develop a customer 360 view across accounts. Responsible for data analysis, business/process analysis, documentation/requirements, testing and business impacting issue resolution. Developers and business also contributed to this ETL work stream effort, with me as lead point person.• Oversaw and contributed to SIT, coordinated and supported UAT and production tests with business, facilitated resolution of project issues, across all projects.• SETF VRU project also required documenting process flow changes for customer authentication, menu and script improvements in Spanish and English from nine stakeholder departments: Special Projects, Compliance, Client Relations, Customer Care, Marketing, Operations, Collections, Risk Mgmt., Data & Analytics.

Consulting/reporting to the COO/CIO (later President), gathered, crafted and refined company operational policies, rules and guidelines. Delivered detailed business process model diagrams (BPMN 2.0) and standard operating procedures for both normalized (existing) and re-engineered business processes across Commercial Division sales, service and billing/A.R, as well as call center and technicians. Identified and published many business capabilities across entire customer experience for commercial service offerings that will greatly automate currently manual and spreadsheet processes using modern enterprise systems: Click Schedule, Click Mobile, J.D. Edwards ERP and JDE CRM. Work products enable greater consistent quality and operational alignment with enterprise procedures and technology, with scalability as a goal. Engagement is through Synergy Business Consulting, Miami.

New York, Ny, Us

Consulting/reporting to the Vice President of Product Management of Hearst Automotive’s (then part of Hearst Business Media) Black Book® business (through Cutting Edge Recruiting Solutions, Boca), specified the business system requirements, detailed business process and data flow diagrams for one of their top three strategic projects in 2015 for Activator Division (formerly Veretech): Salesforce.com service cloud implementation. Implementation substantially increased operational efficiency and effectiveness of their B2B Sales, Sales Support and Dealer (Customer) Support teams to increase customer retention and recurring revenue, while being a critical milestone toward retiring an older, proprietary CRM application. Identified and assessed needs for business performance optics and business processes from sales contract to customer/dealer support for their digital media products to 20+ automakers and several thousand retail dealerships. Hearst Autos combines industry-leading brands, tools, and in-depth auto shopper insights with a large, most diverse automotive audience, delivering performance-driven marketing solutions at every stage of consideration. Brands include Car and Driver, Road Track, Jump Start and MOTOR Information Services. Hearst has offices in more than 30 countries and is headquartered in NY's state-of-the-art Hearst Tower overlooking Central Park by Columbia Circle. Its parent, Hearst Corporation, was founded in 1887 by William Randolph Hearst and is still privately held. In 2015, Hearst owns 15 daily and 34 weekly newspapers, hundreds of magazines around the world, 29 television stations reaching 18% of US viewers, radio broadcasting, ownership in cable networks like A&E, HISTORY, Lifetime and ESPN, some in partnership with Walt Disney Corp., plus other information, media, entertainment and real estate ventures. It also holds Fitch Ratings and Hearst Healthcare information services.

Fort Lauderdale, Fl, Us

Facilitated functional and high-level design perspectives of projects for sales business intelligence; product maintenance program subscription renewal sales; partner program membership registration and renewal enhancements; partner training/certification compliance rules automation/UI; customer/partner contract workflow automation/UI; SCM integration of M&A products; and product licensing architecture, some being top two enterprise projects those years among dozens.Elicited business requirements; defined system requirements, use cases, user stories, business and system process changes, high-level (functional) design, cross-system data flow diagrams, and data models for business technology solutions to priority enterprise projects. Advised testers regarding scenarios, coverage prioritization, test script steps from a cross-system, end-to-end perspective. Occasionally coordinated UAT or executed testing. Led, piloted and supported improvements to SDLC templates, methods and standards for requirements and design. Prior to above position, served as Systems Architect in Enterprise Data Architecture within Enterprise Architecture (EA) practice. Delivered EA artifacts, such as data flow diagrams and logical data models, to bring greater clarity to system integration processes from a functional and enterprise perspective. Contributed to master data management (MDM) roadmap. Tasked to analyze, redesign, document and publish enterprise data architecture, business process and system integration artifacts, both current and future state. (TEKsystems consultant 1st 6 months)

Toronto, On, Ca

Served one full term as financial officer of local chapter of International Institute of Business Analysis. IIBA® serves as the leading independent non-profit professional association that develops and maintains standards for the practice of business analysis and for the certification of its practitioners. IRS filings, state incorporation renewal, annual reporting, bank account reconciliation, budgeting, chapter event management, and other fiduciary/advisory responsibilities were diligently executed to ensure chapter development and protect hard-earned resources.

Toronto, On, Ca

Chief officer of local chapter's Board of Directors and membership within International Institute of Business Analysis. The mission of IIBA® is to develop and maintain standards for the practice of business analysis and for the certification of its practitioners. It is the leading worldwide professional association for business analysts, with over 100 chapters worldwide, 200 corporate members, 28,000 individual members, including over 200 across Miami-Dade, Broward and Palm Beach Counties.As President, local IIBA and chapter membership doubled, cash reserves increased 2.5 times through corporate sponsorship, and event participation increased substantially. Special events included two annual seminars on business intelligence business analysis in conjunction with the Data Warehousing Institute (TDWI.org)--creating a tradition that continues today--and 2009 Annual Meeting whereby the CEO of international IIBA organization, Kathleen Barret, visited with management at local major businesses and Miami Dade County IT dept., then to IIBA members at dinner event on how business analysis is critical to organizational success in these turbulent times. Ms. Barret's experience in South Florida as part of a worldwide tour of select chapters sparked interest in and resulted in the 2011, 2012 and 2014 annual international conferences of IIBA being hosted at Westin Diplomat Hotel and Resort conference center at Hollywood/Hallandale Beach. The annual conference series of a thousand attendees, called Building Business Capability, is sponsored by IIBA and other leaders in the business process, business architecture, business rules and enterprise decision management worldwide community.Post presidential involvement/assistance continues at times, first as Treasurer to ensure wise management of chapter resources, and continued mentoring of others in community to such leadership positions on the Board of Directors.

Hanover, Md, Us

Providing business and data analysis professional services to their client Citrix Systems, a global Ieader in application delivery (XenDesktop, XenApp), virtual meeting (GoToMeeting, GoToWebinar, GoToMyPC, GoToAssist, GoToTraining), and cloud/server virtualization and scalability (XenServer, NetScaler, Branch Repeater) products. Accepted offer of employment from Citrix after 6 months consulting, another market leader serving the IT sector.

Miami Lakes, Fl, Us

As the senior banking business analyst: (1) liaison between end users & software vendors (2) business and technical reqmts. elicitation and specification; (3) system architectural diagramming for implementing electonic payments system ; (4) bus. process documentation for a new commercial checking account cash/treasury management service for remote check deposit, and (5) test design, execution and reporting for this new service while validating business requirements were satisfied.PMO specialties: (1) regular IT/PMO reporting to senior mgmt. and auditors regarding metrics & status of enterprise’s entire technology-related initiatives & capital projects portfolio; (2) resource allocation analysis of Bank Services division (Bank Operations, IT, Real Estate/Facilities, Mortgage Servicing), followed by presentations to CIO/SVP and Executive VP; (3) project/program budget & cost analysis; (4) vendor selection scorecard; (5) vendor due diligence; (6) pre-auditing PMO project artifacts against std. operating procedures, and (7) application lead for IT's in-house project & portfolio management (PPM) tool.

London, Uk, Gb

Note: Contracted for 2 separate BlueCross BlueShield of Florida projects. See Various Consulting, below, for additional information.Aug.-Nov. 2004, Siebel migration gap analysis and training/data requirements, Sep. - Dec. 2006, Rx Claims systems conversion testing

Provided various business, systems and data analysis consulting services on IT-focused projects for:- MindBox, Ft. Lauderdale (remote) & Cincinnati, OH (for Fifth Third Bank mortgage origination product best fit selection and underwriting bus. process/rules automation)- Merrill Lynch Credit Corp., Jacksonville (2 engagements: data warehousing requirements, DW data architecture & design)- BlueCross BlueShield of Florida, Jacksonville (2 projects: Siebel migration user impact analysis, Rx claims rules processing system conversion testing), - Ultimate Software Group, Weston (scrum technical BA, architecture)- Kerzner International, Plantation (system requirement specs for major upgrade of central reservation/inventory system for Atlantis Resort, incl. air and ground transportation, lodging, dining, and activities)

New York, Ny, Us

Facilitated the requirements analysis, solution definition and functional design of Merrill Lynch Credit Corporation's data warehouse release one data mart of residential mortgage originated, services, held vs. sold loans. Maintained Project plan. Led requirement sessions for FASB SFAS 91, 65, 130, other accounting principles, and SOX and GLBA compliance. Analyzed dozens of potential data feeds from loan origination, servicing and secondary markets. Refined reporting requirements. Mapped data into operational data stores, translated values, created data dictionary. Assisted tech leads to define conceptual and logical data architecture.Note: Contracted for 2 phases: May - Aug. 2004 for requirements and Nov. 2004 - March 2005, the engagement's end, for solution design.

New York, Ny, Us

Refer to Enterprise Engineering Inc. (EEI) position. MLCC was my client for EEI. I was invited by a MLCC colleague to join her LinkedIn network as a colleague through MLCC even though EEI was my employer through the 2 MLCC engagements.

Detroit, Mi, Us

Provided Business Analysis (BA) and Software Quality Assurance (SQA) professional services to what was at the time the nation's largest mortgage bank (Bank of America Mortgage origination MIS), the nation's largest telecom company (Verizon e-commerce), the nation's largest video/gaming rental retailer (Blockbuster) subscription program & integrated customer view), one of the largest federal agencies (SSA disability insurance qualification app), and six months development of an internal Compuware QA automation tool.

Basking Ridge, Nj, Us

As a Compuware Corporation Business Analyst providing professional services to Verizon Data Services, including its creation through merger and systems integration between GTE, Bell Atlantic and NYNEX and smaller entities:• Investigated and successfully presented business case--in coordination with my team's lead engineer--to persuade Long Distance (LD) mgmt. to replace existing web development vendors with our internal development team, combine and overhaul their web sites, and allow us to re-engineer downstream processes to expedite order fulfillment and reduce operational costs.• Served as a primary contact to other departments and vendors for requirements, UAT and production concerns.• As lead BA and SME for LD online ordering and customer experience, performed requirements-to-production SQA activities associated with implementing LD marketing, regulatory and operational improvement business requirements for 4 web sites and over 2,000 web pages. • Defined Verizon.com requirement specifications to enable eLD consumer & business ordering (acquisition & retention) for new products, state launches, and to assure order provisioning & fulfillment. • Added and maintained eLD team’s project plan pertaining to a 12-month platform migration project (SmartTouch).• Coordinated, planned and executed internal and external testing for each application or database release, including resources and scheduling from Retail E-Commerce, Marketing, LD Service Assurance & Testing, Regulatory Compliance, and IT Retail Provisioning & Fulfillment, and vendors (Equifax, AFNI, Double Click, MotivAction).

Jacksonville, Fl, Us

As an IT liaison between Bank of America General Bank Systems Support* and internal programming personnel regarding several system migrations, gap analysis, data conversions, test preparation and verification, and GL balancing of millions of checking and savings accounts from several legacy systems to IMPACS--US market leading DDA/savings transactions core banking system--involving 7 separate conversion projects across 14 states spanning 4 years in support of bank mergers and acquisitions• Contributed to the mega bank's Model Bank’s nationwide system integration effort in order for BofA to reach a set of common information systems, business practices, products and training to enable market response agility, scalability to a nationwide platform, and superior customer features that propelled this North Carolina bank over 15 years to become America's largest banking institution from Miami to Seattle and San Diego to Baltimore, and after my tenure beyond even Boston.• Streamlined various application development processes by re-engineering, reducing timelines, saving tens of thousands of dollars in labor• Facilitated field-to-field data mapping of IM & SC from legacy checking, savings & combined statement applications, including gap analysis and issues resolution• Communicated with IMPACS interface teams such as BOSS (CIS/RM), FAST, ST (CD/IRA), ALS (LOC/OD) & Treasury Mgmt. Identified interface issues & data problems• Tested, evaluated & implemented data conversion programs from development to production* Client Bank of America was NationsBank till 1998-99 when the merger began integrating the two banks systematically in addition to those acquired in prior years. My employer, Fidelity Information Services was at the time ALLTEL Information Services and before that Systematics Financial Services, a banking and mortgage servicing industry leader then and now even more, thanks to BofA, other banking leaders worldwide and its employees.

M.B.A., Marketing/Marketing Management, General

Bachelor Of Science (B.S.), Psychology

Diploma, College Preparatory