Guided and influenced agile adoption and attendant organizational transformation among broad and varying audiences from Senior Information Technology and Business Leadership to the team level using varying educational methods and proposals by using best-fit agile methods and frameworks, such as Scaled Agile Framework (SAFe), Scrum, Kanban, Scrumban, and Lean as well as DevOps practices. Instrumental in establishing, growing, and continuously improving agile foundational training, presentations, processes, and metrics at organization levels down to team levels. Helped shape the progressive agile maturity at program and team levels whether those teams were co-located or geographically distributed.
MS Project, Word, Visio, Excel, Publisher, and PowerPoint
CA Agile Central (formerly Rally)
IBM suite of Rational software
PPM Optics, Planview
September 2016 to April 2017Agile Coach/Trainer
Member of Agile Guidance Methodology team
Revised training materials for implementing the latest evolution of UHG/Optum's agile methodology
Teamed to produce or edit agile activity guides
Trained over 350 employees on the use of CA Agile Central, an agile project management tool.
May 2016 to August 2016Agile Coach
Data migration project for critical inaugural launch of a new benefits and claims platform
Coached and provided training for business partners in scaled agile methods and the agile mindset
Mentored and trained business analysts and value stream owners with agile requirements gathering, decomposition techniques, and prioritization and refinement of product backlog even when IT staffing was not established
Facilitated story mapping meetings
Provided solution on how to effectively use CA Agile Central tool to document vendor management reports for business leaders besides the usual SAFe program and scrum information radiators
Ensured all cadences at portfolio level were established
Engaged leadership to ensure program level IT staffing was on track.
May 2015 to May 2016Agile Coach, Trainer and Scrum Master
Appeals and Grievances platform, which affects United Healthcare's Medicare Star Ratings and the federal bonus payments to them.
Successful release and use of platform helped boost UHC's Star Rating bonus revenues by 61.3% from $868 million to $1.4 billion.
Coached and mentored Scrum Master in becoming an Agile Program Lead (APL) in transforming a PEGA framework team to scrum teams while being an APL and SM on different project
Moved to this project to assist in standing up additional three scrum teams and two Kanban teams; was Scrum Master for two of the scrum teams
Conducted all scrum ceremonies and guided two scrum teams in becoming self-organized and consistently improving upon themselves in their agile maturity
Worked with IT leaders and infrastructure associates in planning of simultaneously upgrading the PEGA platform version and Oracle database while continuing with business features development
Trained and coached Project Managers and System Analysts in becoming Scrum Masters
Influenced program leaders in the use of agile engineering practices such as Acceptance Test-Driven Development (ATDD), Continuous Integration (CI), Continuous Delivery (CD), and other DevOps practices
Agile Program Lead and Scrum Master.
November 2014 to July 2015
Constituent service desktop within a large portfolio program.
Coached program leadership and teams in agile principles and practices with specific attention for product backlog grooming and gaining maturity with an agile mindset
Escalated resource inequities and conflicts with management with an eye on moving teams to being effective and self-organized
Facilitated all scrum ceremonies, daily stand-ups, sprint planning, retrospectives and sprint reviews, at team level
Facilitated program level meetings such as program increment (PI) planning, program and value stream Kanbans, cross portfolio synchronization meetings, and inspect and adapt workshops
Coordinated all Program Increment Planning sessions for three Agile Release Trains (programs) and 11 scrum and Kanban teams (over 125 people)
Influenced business and IT leaders in the use of agile engineering practices such as Test Automation, Acceptance Test-Driven Development (ATDD), Continuous Integration (CI), Continuous Delivery (CD), and other DevOps practices
Engaged PEGA CoE and vendor to explore how to incorporate DevOps strategies using the PEGA framework
Promoted a PI Planning innovation named silent brainstorming, which won funding in the Helmsley Innovation Challenge.
Participated in the various stages to obtain funding.
Ultimately Track My Ticket project was spun up to increase NPS with Providers with the prior authorization process
Presented Inspiration to Innovation Journey, along with business partner, in an Open Space meeting of all the processes one does to go from original concept to secured funding to inspire other UHG employees.
September 2014 to December 2014Agile Program Lead (Release Train Engineer) and Scrum Master
Claim adjudication application for a high profile, new benefits and claims platforms
Stood up train and scrum team to use scrum and scaled agile method based on SAFe; program grew to 12 teams
Trained and worked with program leaders in initial creation of product backlog and its continuing refinement within established portfolio cadence
Facilitated program increment (PI) planning session
Escalated unexpected news about timeline and scope of work necessary as compared to assumptions made about program to executive portfolio level leadership
Scrum Master and Business PM | May 2014 - Aug 2014 - eSync Configuration Tool project which allows business to create configuration rules for new or existing clients, test it, and turn them on into production without IT.
Conducted agile transformation training sessions for over 50 business and IT people
Took over JAD sessions for Program Business Owner in order to elicit more accurate requirements and design considerations prior to being able to create the product backlog
Trained business analysts and scrum team members on scrum framework, its artifacts and use of the CA Agile Central (Rally) tool
Stood up three scrum teams
Worked with business leaders in establishing governance reporting deck; supplying metrics obtained from scrum planning and execution efforts.
Scrum MasterApril 2014 to June 2014
Secure Direct project which is an encrypted email platform between providers and United Healthcare within their cloud platform
Intervened with scrum team to align them back to scrum practices and helped them to become effective in delivering features into production within desired time and budget
Established metric reports for business leaders.
Scrum MasterJanuary 2014 to March 2014
prototype project for using PEGA framework for a benefits and claims adjudication platform
Developed executive leadership presentations to assist in shifting from waterfall to agile; what it means, benefits, roles, organization changes, etc.
Trained program members on use of CA Agile Central and metrics that could be derived
Facilitated all scrum ceremonies.
March 2013 to December 2013Scrum Master
Challenges/Optum Mobile Engagement (OME), an upsell product integrated with eSync Health Portal sold to Fortune 500 companies.
Product was two-fold having a portal and mobile access using native coding for iOS and Android.
Focused team in its successful delivery of a releasable product by year end.
Project was in pilot stage for two years prior to intervention
Coached and trained project stakeholders in shifting project from waterfall to scrum
Facilitated all scrum ceremonies including daily stand-ups, sprint planning, sprint reviews, and retrospectives
Removed impediments encountered by the team, especially with upstream and downstream application dependencies
Worked with Architect in application mapping of components and interdependencies of Challenges/OME, eSync Health Portal and upstream and downstream systems, including software, servers, storage, security, networking infrastructure and data flow.
June 2012 to April 2013Project Manager/Delivery Manager
Tricare portal for West region, a U.S.
of Defense (DOD) health care program serving 9.5 million Active Duty Service members.
Passed NAC clearance.
Manage 10 developers and architects for initial creation of the UHC Military West Portal (Tricare) by 4/1/2013; fulfilling a $20 + billion revenue contract with the Dept.
By 4/24, there were 32,555 beneficiaries, 21,439 providers and 338 government users registered in the portal.
Recommend and secured resource talent needs, restructure project management reporting, and establish "get to green" plans
Responsible for implementation of the portal design, eligibility and login functionality, all "find a provider" functionality including DB schemas, referral and authorization features, 508 compliance, search functions, vignette templates for dynamic content, and the super user functionality.
UnitedHealth Group (UHG)- Optum TechnologiesJanuary 2012 to April 2017
Teamed with leaders in the enterprise-wide agile transformation with focus on best-fit agile transition plans, DevOps practices, dependency and risk management solutions affecting over 22,000 IT professionals and 225,000 employees at UnitedHealth Group/Optum Technologies
Stood up two agile release trains (based on SAFe), six scrum teams and two Kanban teams
After failure of a Medicare Appeals and Grievances traditional based SDLC project, used scrum and Kanban to successfully deliver and release platform within 11 months, which helped boost UHC's Star Rating bonus revenues by 61.3% from $868 million to $1.4 billion
Transformed successfully four waterfall programs with an aggregate budget of $22 million in adoption of agile methods and continued process improvements leading to greater agile maturity
Coached and mentored Project Managers and System Analysts in becoming Scrum Masters
Conducted training to over 1000 employees in the agile mindset, transitioning from traditional SDLCs to agile, working with distributed teams, use of CA Agile Central, Scrum, Kanban, DevOps, and more
Direct HR responsibility of two Scrum Master resources
Managed 10 developers and architects for initial creation delivery on time of the UHC Military West Portal (Tricare) fulfilling a $20 + billion revenue contract with the Dept.
Within one month after launch, there were 32,555 beneficiaries, 21,439 providers and 338 government users registered in the portal
Managed a team of 12 Business and System Analyst resources in successful replacement of Southwest Airlines ticketless reservation backend systems within 14 months from funding to production release
Introduced automated testing for infrastructure systems (on mainframes and servers) using Rational tools, which reduced broken scripts rewrites from 2 days to 10 minutes
Managed QA team in the strategy and testing efforts of merger acquired systems affecting 60% of United States internet backbone Fortune 6 corporation transforming from waterfall and SmartBPM SDLCs to Agile affecting over 22,000 IT professionals and 225,000 employees.
Due to the many dynamic changes within the organization, multiple agile roles of Scrum Master, Agile Program Lead (SAFe RTE), Agile Coach and Trainer were simultaneously executed while teaming with leaders in the enterprise agile transformation effort with focus on best-fit agile transition plans, developing leadership presentations and workshops, introducing DevOps practices, and assisting with dependency and risk management solutions.
Progressive responsibilities included:
Agile Transformation Strategist and Trainer | April 2013 - April 2017 coupled with multiple agile roles
Developed over 100 leadership and program training materials on benefits of moving from waterfall to agile, organizational changes, paradigm shifts of roles, steps to adopting UHG/Optum agile framework, scrum, Kanban, and more
Teamed with others in the creation of an internal scrum master certification program as well as agile activity guides
Created webinar of working with distributed teams due to the global workforce adopting agile
Conducted various training and workshops for over 1000 employees
Became a SME for the agile project management tool of CA Agile Central (formerly Rally)
Assisted in creating scrum playbook, agile maturity assessments, Kanban guidance, and others.
Ciber Inc for client United Healthcare GroupOctober 2010 to January 2012Project Manager/QA Development Integration Supervisor
eSync Health Portal (EHP), a commercially sold product to Fortune 500 companies, e.g.
Walgreens, JP Morgan Chase, Nationwide, Target, etc.
EHP innovate the marketplace for being a company branded employee health portal incentivizing healthy choices through rewards of reduction of insurance premiums.
Supervised and guided a geographically distributed development integration team focused on creating automated tests and their execution using Selenium within a waterfall project.
Automated tests certified builds using regression tests to deliver to phased staged test environments.
Implementation of this strategy increased quality from 50% non-acceptance of builds into testing environments to 99%.
Drove defect resolutions and their prioritizations among cross-functional teams, development, business, analysts, and quality control.
Kforce for client Fidelity Information Systems (FIS Global).
May 2010 to October 2010Business Systems Analyst
Implementations Group for secure (i.e., credit card) and non-secured (i.e., health ID cards) card processing, personalization, and fulfillment services.
Performed applications development and support by following program specifications and developing (e.g., writing, or modifying) appropriate statements, structures, and syntax to produce a defined output from defined input.
Provided account management support by creating test jobs to fulfill program requirements.
and troubleshooting issues with card production results.
October 2006 to May 2010Equity Trader
Conducted both pattern day trading and swing trading
Princeton Information for client Cingular.
September 2005 to October 2006Quality Analyst / Business Analyst
for cellular provider
Responsible for reviews of HLDs and SRDs and to obtain final approvals through various PMs for each unique set of artifacts
Developed test plans and strategies for the testing of various aspects of enhancements for the Business Intelligence Data (BID) warehouse.
These projects included an Equipment Planning and Logistics system enhancements, Auto Activation SIM card with original equipment manufacturers (OEM), and enhancements for Cingular's billing system to accommodate Split Liability Billing for their business customers.
Princeton Information for client VerizonAugust 2004 to September 2005
May 2004 to August 2004QA Manager
Lead for the Verizon HUB phone
Led a team of three Test Managers in the methodology, integration test planning and coordination of tests for a brand new device, Verizon One HUB phone, incorporating DSL, Wi-Fi, Router, Phone Base Unit, and a Cordless Phone along with the services of real time call management.
Engaged with IT leaders, business and vendors to strategize and determine requirements, planning strategies, and multiple release schedules which launched in 2005 passing all FCC regulations
ITech Consulting for client Student Insurance Project Manager for Sarbanes Oxley Information Technology (IT) Readiness and Remediation effort
Worked with the SOX Program Manager and Internal Audit team in ensuring IT group has all systems affecting financial reporting be in compliance with the Sarbanes-Oxley Act
Coordinated and assisted in the preparation of SOX reporting, metrics, Steering Committee updates, audit updates, process documentation (SDLC) and writing of policies and procedures for the IT group
Assisted auditors in their testing of key controls and coordinating and providing follow-up activities for the remediation efforts
Prepared reports to upper management on the progress of testing.
Provide guidance in the ramifications of certain actions which had not been taken.
CGI for client NokiaSeptember 2003 to March 2004Test Manager
for a Real Estate and Portfolio Management project
Assisted Project Manager with his duties and tasks, including the management of a team of 17
Hands-on manager responsible for the development of project plans and schedules, hired team, set up QA processes and procedures, created testing strategy, interfaced with IT staff and business owners, and constructed detailed test cases.
Automation ImageJuly 2003 to September 2003
January 2003 to May 2003Methodology and Process Consultant
Assisted leadership to determine and establish quality assurance programs for the re-organized Systems Group, which will span the whole Software Development Life Cycle (SDLC) and all its interfaces to business units.
Engaged in assisting Leadership in establishing specific Verification and Validation processes and standards to be used as well as testing methodologies.
Provided direction for the QA environment set-up, its file version control, OS upgrade strategy, and its software release management methodology for a combination of implementations specific to distributed system employing mainframes, client/server, web, ground/air technologies.
August 2001 to May 2003Technical Writer
Provided technical documentation and online help for a specialized telecom product being produced for SBC Communications
TechSys Business Solutions for client Southwest Airlines on two different projects.
August 2001 to January 2003Requirements Manager
Managed a team of 12 Business and System Analyst resources in successful replacement of the ticketless reservation backend systems within 16 months from funding to production release using RUP SDLC
Partnered with project managers, business leaders and IT resources building a safe environment for easy collaboration to achieve project milestones
Created requirements management strategy and instituted procedures in the traceability, change, and testing of requirements from the design phase through the testing phase
Provided analysis and metrics of requirements gathering and validation thereof.
Immedient Corporation MCI/WorldCom IncApril 2001 to July 2001Sr Consultant
Provided process for involving software quality from initiating of a project to post project activities which was used for their marketing activities.
Clients I worked with were
Fossil B2B¸ designs, manufactures, markets, and distributes contemporary, high quality watches, apparel, and accessories
National Clearing House Association (NCHA) for their Net Settlement System, is the largest privately held clearinghouses that consolidates almost $25 billion daily checks, returns, and adjustment transactions amongst banks prior to settling with the Federal Reserve Bank
Adea Group for client.
April 2000 to February 2001Project Supervisor
Quality Assurance for the systems integration project
Managed QA teams in the strategy, plan and testing efforts of merger acquired systems affecting 60% of continental United States internet backbone
Introduced an automated testing for infrastructure systems (on mainframes and servers) using Rational tools, which reduced broken scripts rewrites from 2 days to 10 minutes
Supported all reporting and status updates to leadership on systems integration project.
Verizon/GTEJanuary 1998 to April 2000QA Tester and Technical Documentation Supervisor
June 1996 to January 1998Process Engineer, Business Analyst, Software Tester
DocCom Publications for client Litton IndustriesNovember 1995 to May 1996Technical Writer & Data Analyst
Texas InstrumentsAugust 1993 to November 1995Collateral Copywriter and Graphic Designer
Education and Training
Southern Methodist UniversityDallas, TX
William Rainey Harper CollegePalatine, IL
account management, Agile, APL, Architect, Automation, B2B, benefits, Billing, billing system, budget, Business Intelligence, Business Owner, Business Solutions, cadence, CD, client/server, Coach, CA, concept, Consulting, content, credit, client, clients, Clients I, version control, Data migration, Delivery, direction, documentation, downstream, DSL, edit, email, Engineer, features, Financial, financial reporting, focus, functional, government, HP, HUB, HR, IBM, Information Systems, Information Technology, Innovation, inspect, Inspiration, Insurance, Internal Audit, Investments, Leadership, Logistics, mainframes, marketing, meetings, access, Excel, PowerPoint, MS Project, Publisher, SharePoint, Word, enterprise, NAC, networking, online help, OS, Oracle database, DB, organizational, policies, presentations, processes, coding, progress, project management, project plans, quality, quality assurance, QA, quality control, Real Estate, real time, reporting, requirements gathering, Retail, risk management, Router, RUP, Sarbanes Oxley, Sarbanes-Oxley, Scrum, SDLC, servers, scripts, Software Development, staffing, Strategist, strategy, swing, System Analyst, systems integration, technical documentation, telecom, Telecommunications, Phone, Trainer, training materials, troubleshooting, unique, upgrading, upgrade, upstream, Validation, vendor management, vignette, Visio, workshops