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MORGAN MATTISON
309 S. Lincoln Street,
Centennial, CO 80001
Cell:
303.507.9876 -morgan@comcast.net
SENIOR BUSINESS & PROCESS ANALYST
Creative, insightful and versatile
Business & Process Improvement Analyst with over 10 years of experience
identifying and driving solutions to major business challengesin the areas of
software development, process improvements, financial services, criminal
justice and health care. Highly analytical with "big picture" vision
and the ability to work with diverse resources (SMEs, business leaders, project
managers, vendors, clients) to convertcomplex requirements into measurable
improvements. Hands-on leader who leverages knowledge of best practices and
methodologies to ensure solution quality, consistency and sustainability.
AREAS OF EXPERTISE
·
Requirements
Elicitation/Documentation/Validation
|
·
Process
Analysis & Improvement
|
·
Product
Development
|
·
Customer
Facing Documentation
|
·
End
User Training
|
·
User
Acceptance Training
|
·
Black
Box/Regression Testing
|
·
Project
Change & Risk Management
|
·
Business/IT
Liaison
|
·
Cross
Functional Communications
|
proficiencies________________________________________________________________________________
Business Analysis: Gap
Analysis. Feasibility Analysis. SWOT Analysis. Business Requirements.
Functional Requirements. Non-Functional Requirements. Use Cases.Elicitation
Techniques (Document Analysis.Interviewing. Shadowing. Prototyping.
Requirements Workshops. Reverse Engineering).Activity Diagrams. Data Flow
Diagrams. Business Flow Diagrams. Flow Charts. Swim Lane Diagrams.ERDs.Black Box& Regression Testing. User Acceptance Testing.
End User Training. Training& User Manuals. Release Notices. Statements of
Work. Implementation& Project Plans. Defect Tracking & Resolution.
Application Support
Process Improvement: Key
Performance Indicators. Metrics. Root Cause Analysis. As Is Documentation.
Affinity Diagrams. Cause and Effect Diagrams. Histograms. Pareto Charts. Run
Charts.SIPOC Diagrams
Software Development: Waterfall.
Agile Scrum. Agile Kanban
Tools: Intermediate
to Advanced:MS Office Suite (Word. Excel. PowerPoint). MS Visio.MS Project
Beginner: MS Access. MS SharePoint.SAP Business
Objects (Crystal Reports.WebI) ScrumWorks. Agile Zen.Mozilla Bugzilla. SQL.Quest
Toad. Basecamp
professional experience
_________________________________________________________________
larimer county -Fort Collins, CO 2007-2011
Senior Business Analyst & Project Manager
Engaged to lead a bottom up
process review of the County’s criminal justice system in an effort to identify
potential for improvements to data access, performance measure reporting,
technology and processes. Re-defined the
direction of a vendor built software application. Lead all client facing
aspects of the software release and maintenance processes, including
requirements elicitation& communication, testing, training, implementation
and support. Recommended solutions to specific business problems and improvements
to business processes. Collaborated with
internal IT, vendors, management and staff to implement multiple process
improvements. Communicated the requirements and protected the productivity of
department staff while supporting IT enterprise & infrastructure projects.
Key Achievements:
·
Led a
large group of subject matter experts in a business process modeling/business
process improvement effort, defining and analyzing the “as is” model for over
400 processes, identifying and implementing process, technology and
organizational improvements.
·
Improved
all aspects of the complex requirements elicitation and testing processes for
an existing and underperforming criminal justice SOA application, dramatically
improving user satisfaction.
Continued…
MORGAN MATTISON
page two
·
Guided
the management and staff of assigned functional areas through a County-wide email/calendar
conversion, from a server based to SaaS based system.
·
Developed
and managed the implementation of a volunteer program to support the County's
"quality of life"/report card website to maintain over 500 pages of
dynamic content, while analyzing site traffic and implementing improvements to
increase user satisfaction.
- Sourced
and configured an Interactive Voice Recognition (IVR) system with the
potential to reducethe call volumes to the jail booking line by 85%.
- Accomplished
a 25% reduction in staff/contract expense by conducting a detailed process
analysis of the medical and mental health functions in a detention
facility and sourcing, configuring and implementing an "Off the
Shelf" electronic medical records (EMR)system.
kingland systems(fka:
ifmg, streampoint) -Louisville, Boulder&Longmont, CO 2001-2006
Product & Requirements Manager
Recruited to drive
decisions regarding product direction/functionality. Designed and implemented the business
requirements, evaluation, selection, and prioritization processes. Managed
client relationships and expectations to achieve product objectives. Led all
facets of project/product development and release management to insure timely
release of quality products. Served as
subject matter expert/client liaison for team in completing large-scale
projects that
crossed multiple product
sets including: Client& Account Creation, Annuity & Mutual Funds
Trades, Security Master, Broker Registration and Trade Compliance &
Suitability Reviews. Established and maintained contacts with regulatory
bodies, industry resources, participated in industry panels/groups and
published educational articles in company newsletter. Maintained expertise in
specific products and possessed the ability to thoroughly understand new
products.
Key Achievements:
- Instrumental
in designing and implementing a” first of its kind”Object Oriented Javasoftware
application in support of mutual fund and annuity “check and app”
processes, including a rules engine designed to ensure compliance with
regulatory suitability standards and eliminate vendor rejection of
customer orders.
- As
client liaison, improved all client-facing written communications and
contact including user acceptance training, statements of work, project
plans, requirements review & sign-off documentation, change requests,
training & user manuals, testing plans, implementation schedules,
release notices and release notes.
- Led
a group of Content Developers/Quality Engineers in the automation of
thousands of financial service industry forms, test case preparation and
application testing, reducing forms error percentages by almost 20%,
increasing forms development productivity by 50% and decreasing overall
production defects.
- Spearheaded
the replacement of several legacy system functions with modules in the
core application.
various financial services
organizationsSouth Dakota and Colorado 1987-2001
·
Consultant/Owner
– Compliance Advisers, Inc.
|
·
Account
Executive – Charles Schwab
|
·
Vice
President of Compliance – Multi-Financial
|
·
Branch
Compliance Officer – Chatfield Dean
|
·
Regulatory
Auditor – FINRA (formerly NASD)
|
·
Financial/Operations
Principal - Citicorp
|
education& credentials______________________________________________________________________
Bachelor’s Degree – Banking & Finance
|
Certificate in Business Analysis
|
Buena Vista University,
Storm Lake, Iowa
|
UC, Irvine Extension,
Irvine, California
|
Professional Certifications
|
Professional Affiliations
|
CBAP – Certified Business
Analysis Professional
|
IIBA –International Institute
of Business Analysis
|
CSM – Certified Scrum
Master
|
Scrum Alliance
|
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