Recent State of California Consulting Engagements

• Water Boards, Division of Administrative Services, Budget Office (2005)
  Business Process Analyst: Budget Development and Administration. Responsible for documenting current budgeting requirements across the matrix of Boards and Programs, analyzing the gap to the primary legacy systems and identifying improvement opportunities for the business case for replacing current systems. Conducted a Project Kick off meeting to inform stakeholders of the purpose, scope and goal of the project, and obtain their strategic input. Conducted interviews with management and staff to discover and validate requirements, opportunities and constraints of replacing the systems in use. Developed project deliverables, including the Project Charter and Work Plan, the bi-weekly Status Reports, Business and Functional requirements, Gap Analysis and final report of findings and recommendations. Managed the project resources, risks and issues, and reporting the progress of the project, including tracking project costs against contracted deliverables.

• Department of Social Services, Legal Division, Legal Case Management System(2005)
  Senior Business Analyst: FSR and ITPResponsible for developing a Feasibility Study Report (FSR) and Information Technology Procurement Plan (ITPP) for a Legal Case Management System. Conducting interviews with management and work sessions with attorneys and staff to validate previous feasibility study documentation and to discover new requirements. Researching the marketplace for commercial applications as potential alternative solutions. Performing outreach to other governmental legal divisions, both within California and in other states, to leverage practical experiences with potential solutions. Conducting user sessions to select a suitable proposed solution. Developing the draft project deliverables, including the Project Charter and Work Plan, the Status Reports, and each section of the FSR and ITPP.

• Department of Health Services, MIS/DSS Project, Acquisition Consultant Service(2005)
  Senior Business Analyst: RFP and RequirementsA co-leader in developing the business and system requirements for the RFP to procure a replacement Management Information System and Decision Support System for the administration of Medi-Cal. Conducting JAD sessions and focus groups with Subject Matter Experts to validate existing system requirements and discover new requirements. Drafting requirements in singular, concise, measurable terms to facilitate the scoring of vendor proposals. Managing user expectations while promoting creative thinking about opportunities for enhancements within the strict scope boundaries.

• Secretary of State, Business Programs Division, Business Process Automation (BPA) project(2004)
  A training lead, responsible for procedural documentation and training on the BPA Solution during roll-out. Developed training materials for stakeholders on website navigation and XML form submittals. Completed internal procedures on document imaging, data capture, payment processing, workflow management, quality control and reporting. Tested and documented work-arounds and manual procedures to mitigate user issues.

• Apollo Olive Oil, Inc. Vice President, Production(2003-2004)
  One of three owners of a newly founded company producing organic extra virgin olive oil. Researched and established certified procedures for producing organic table olives and olive oil products. Developed and revised inventory tracking methods and financial reporting as production changed scale.

• Dept. of Consumer Affairs, Professional Licensing & Enforcement Mgmt System (PLEMS) BPA & FSR Business Analyst: Technical Lead/ Process & Data Modeler(2002-2003)
  A Team Lead in extensive business process analysis, documenting the processes of nearly forty DCA Boards and Bureaus, in preparation for selecting a COTS solution to support a single Department-wide system. Conducted JAD sessions and BPA workshops to confirm current activities and gather future requirements. Developed and adapted best practices to accommodate the requirements of specific DCA organizations. Modeled “To-be” processes for each DCA organization using BPWin, conforming to IDEF0 and IDEF3 standards. Conducted JAD feedback sessions to refine the process models and obtain concurrence on the documentation. Documented Business Process Improvement (BPI) opportunities for each DCA organization. Consolidated the functional requirements of the wide-ranging organizations into an Enterprise function hierarchy. Documented data requirements and created an Enterprise entity relationship model using Oracle Designer. Prepared the System Requirements Document (SRD) conforming to IEEE 1233 requirements.

  *Received Department commendation for deliverables on schedule, under budget and beyond expectations

• State Water Resources Control Board, State Water Information Management (SWIM II) project Business Analyst: Data Modeler (2001-2002)
  A co-leader in accelerated analysis to define the integrated information needs of the State Water Resources Control Board and the nine Regional Boards for a custom-designed Enterprise information system. Identified information requirements and developed Oracle Designer data models to support business processes. Conducted interviews with subject matter experts to clarify current and future information needs. Enhanced user understanding of the enterprise data models with text documentation. Conducted JAD feedback sessions to refine and validate the models. Produced detailed data models, glossary definitions and supporting documentation suitable for system design.

  *Delivered data models and supporting documentation to the system design team on schedule and under budget.

• Water Resources Control Board (August 2001 to Present)
  Sr. Data Modeler/Asst. Team Leader. Assisted in leading team of five data analysts and modelers on a major enterprise data re-architecture project. Deliverables will lead to integrated database designs incorporating multiple current systems. Interview users, investigate requirements, model data requirements, document entity and attribute definitions, subject data model narratives and sample data content. Perform user feedback sessions and team reviews. Review emerging enterprise data elements and update to conform to industry data standards for such elements. Define methods and techniques to be used for project tasks, including steps to effective data definition and quality assurance. Assist project leader in team management, deliverables definition and QA reviews.

• Department of Motor Vehicles (DMV)
  - Enterprise Business Process Integration, Team Leader/Consultant (August 2000 to July 2001)
  - Business Process Reengineering, Senior Data Modeler (November 1999 to July 2000)
  Lead DMV project staff and users in function analysis and requirements documentation for an enterprise- wide alternative procurement effort, involving drivers’ licensing, vehicle registration and occupational licensing business units of the California Department of Motor Vehicles. Create and conduct custom training classes and introductory sessions for business systems analysts and end users on Oracle, Oracle Designer, data modeling, systems modeling, matrix diagramming, and repository management. Produce detailed documentation on business rules to support DMV’s objectives. Perform periodic quality assurance reviews on process and data models, conduct subject matter expert interviews, and facilitate workshop sessions to gather and verify business requirements. Assist in identifying enterprise-wide business objectives and requirements, consolidating functional specifications, and formulating critical success factors and goals.